Insights

Holistic Financial Planning Omega Wealth Management emphasizes a comprehensive, values-based approach to financial planning, indicating potential interest in advanced financial software, planning tools, or partnership opportunities with firms offering innovative wealth management solutions.

Growth Potential With an estimated revenue between 1 million and 10 million and a relatively small team of 11 to 50 employees, Omega is positioned for scalable growth, presenting opportunities for value-added services, financial technology integrations, or expansion support.

Targeted Clientele Focusing on clients seeking meaningful and life-aligned financial plans suggests a customer-centric sales approach, creating opportunities for personalized financial products, educational content, or premium advisory services tailored to high-net-worth clients.

Technology Infrastructure Using a modern tech stack including MySQL, PHP, and security features like reCAPTCHA indicates openness to digital solutions, making Omega a receptive prospect for cybersecurity services, CRM enhancements, or digital onboarding platforms.

Industry Positioning As an independent fiduciary advisor competing with large firms such as Fidelity and Morgan Stanley, Omega may benefit from strategic partnerships, branding initiatives, or advanced marketing tools to enhance visibility and differentiate its personalized service offerings within the competitive financial landscape.

Similar companies to Omega Wealth Management

Omega Wealth Management Tech Stack

Omega Wealth Management uses 8 technology products and services including MySQL, PHP, X-XSS-Protection, and more. Explore Omega Wealth Management's tech stack below.

MySQL
Database
PHP
Programming Languages
X-XSS-Protection
Security
reCAPTCHA
Security
SiteOrigin Widgets Bundle
Web Platform Extensions
Gravity Forms
Web Platform Extensions
SiteOrigin Page Builder
Web Platform Extensions
AddThis
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	42%
FLast@omegawealthmanagement.com	JDoe@omegawealthmanagement.com	10%
Last@omegawealthmanagement.com	Doe@omegawealthmanagement.com	6%
First@omegawealthmanagement.com	John@omegawealthmanagement.com	42%

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 22203 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 SIC code NAICS code?

Omega Wealth Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Omega Wealth Management have currently?

As of April 2026, Omega Wealth Management has approximately 13 employees across 2 continents, including North AmericaAsia. Key team members include Director Of Operations, Compliance & Technology: A. M.Lead Advisor: D. G.Office Manager/Administrative Assistant: C. M.. 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 MySQLPHPX-XSS-ProtectionreCAPTCHASiteOrigin Widgets BundleGravity FormsSiteOrigin Page BuilderAddThis.

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 13 employees.

Q: What technology does Omega Wealth Management use?

Omega Wealth Management's tech stack includes Google Analytics, Livefyre, jsDelivr, Tiny Slider, X-XSS-Protection.

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 22203 United States
Phone number: +1-703-387-****
Website: omegawealthmanagement.com
SIC Code: 8741 - Management Services
NAICS Code: 52 - Finance and Insurance
Founded: 1999
Employees: 11-50