Insights

Holistic Financial Approach Omega Wealth Management’s emphasis on aligning clients’ values with financial goals suggests an openness to comprehensive, personalized financial solutions, presenting opportunities for advanced planning tools and holistic financial products.

Boutique Service Niche With a small team of 11-50 employees, Omega positions itself as a boutique, bespoke advisory firm, offering specialized attention that can be attractive to high-net-worth individuals seeking personalized wealth management services.

Growth Potential Operating within the financial advisory sector with revenue between one million and ten million dollars, Omega is positioned for expansion, creating opportunities for scalable technology solutions and expanded service offerings.

Technology Stack Utilization of industry-standard tools like Microsoft PowerPoint and SEO frameworks indicates a focus on digital presence and client engagement, providing sales avenues through tech-enabled marketing and client communication platforms.

Market Positioning As an independent, fee-only fiduciary advisor founded by a pioneer in financial life planning, Omega emphasizes trust and personalized guidance, which can be leveraged in messaging to attract clients looking for trustworthy, value-driven advice.

Similar companies to Omega Wealth Management

Omega Wealth Management Tech Stack

Omega Wealth Management uses 8 technology products and services including Microsoft PowerPoint, SiteGround, Yoast SEO, and more. Explore Omega Wealth Management's tech stack below.

Microsoft PowerPoint
Editors
SiteGround
Platform As A Service
Yoast SEO
Search Engines
X-XSS-Protection
Security
Genesis Framework
Web Platform Extensions
Gravity Forms
Web Platform Extensions
SiteOrigin Page Builder
Web Platform Extensions
AddToAny
Widgets

Media & News

Omega Wealth Management's Email Address Formats

Omega Wealth Management uses at least 1 format(s):

Omega Wealth Management Email Formats	Example	Percentage
First@omegawealthmanagement.com	John@omegawealthmanagement.com	74%
FLast@omegawealthmanagement.com	JDoe@omegawealthmanagement.com	15%
Last@omegawealthmanagement.com	Doe@omegawealthmanagement.com	11%

Frequently Asked Questions

Where is Omega Wealth Management's headquarters located?

Omega Wealth Management's main headquarters is located at 4501 Fairfax Drive Suite 602 Arlington, Virginia United States. The company has employees across 2 continents, including North AmericaAsia.

What is Omega Wealth Management's phone number?

You can contact Omega Wealth Management's main corporate office by phone at

+1-703-387-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Omega Wealth Management's official website and social media links?

Omega Wealth Management's official website is omegawealthmanagement.com and has social profiles on LinkedIn.

What is Omega Wealth Management's NAICS code?

Omega Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Omega Wealth Management have currently?

As of May 2026, Omega Wealth Management has approximately 14 employees across 2 continents, including North AmericaAsia. Key team members include Founder & President: L. A. K.Director Of Operations, Compliance & Technology: A. M.Lead Advisor: D. G.. Explore Omega Wealth Management's employee directory with LeadIQ.

What industry does Omega Wealth Management belong to?

Omega Wealth Management operates in the Financial Services industry.

What technology does Omega Wealth Management use?

Omega Wealth Management's tech stack includes Microsoft PowerPointSiteGroundYoast SEOX-XSS-ProtectionGenesis FrameworkGravity FormsSiteOrigin Page BuilderAddToAny.

What is Omega Wealth Management's email format?

Omega Wealth Management's email format typically follows the pattern of First@omegawealthmanagement.com. Find more Omega Wealth Management email formats with LeadIQ.

When was Omega Wealth Management founded?

Omega Wealth Management was founded in 1999.

Omega Wealth Management

Q: How many employees does Omega Wealth Management have currently?

Omega Wealth Management has approximately 14 employees.

Q: What technology does Omega Wealth Management use?

Omega Wealth Management's tech stack includes Genesis Framework, Element UI, jsDelivr, AddToAny, X-Content-Type-Options.

Q: What is Omega Wealth Management's NAICS code?

Omega Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesVirginia, United States11-50 Employees

Everyone wants their vision to be their reality. We seek happiness, balance, and meaning. We want to live our passions and leave the world with no regrets. To achieve this utopia, simple financial management isn’t enough.

We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live.

Omega Wealth Management was founded by Lisa A.K. Kirchenbauer, a pioneer in the financial life planning and financial transition industry. We have been helping our clients to discover their true strengths since 1999.

Company Overview

Headquarters: 4501 Fairfax Drive Suite 602 Arlington, Virginia United States
Phone number: +1-703-387-****
Website: omegawealthmanagement.com
NAICS Code: 52 - Finance and Insurance
Founded: 1999
Employees: 11-50