Insights

Niche Market Focus Omega Wealth Management targets affluent clients seeking holistic financial planning that aligns with their personal values and life goals, presenting a prime opportunity for premium financial technology solutions and personalized service platforms.

Innovative Approach The company's emphasis on a holistic and value-driven financial strategy suggests openness to advanced advisory tools, ESG integration, and client engagement technologies that enhance personalized planning experiences.

Growth Potential With a revenue range of 10 to 25 million and a relatively small team, Omega is positioned for growth and may benefit from scalable financial management solutions, onboarding platforms, or targeted marketing services to expand its client base.

Established Industry Ties Founded by a pioneer in financial life planning, Omega's reputation in the industry presents opportunities for partnerships with educational platforms, thought leadership initiatives, or specialist content providers aimed at elevating brand authority.

Technology Stack The company's current tech stack indicates a focus on website security and client engagement tools, highlighting potential for integrating advanced CRM, data analytics, or AI-driven financial planning solutions to enhance operational efficiency and client experience.

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 Dr, Suite 602 Arlington, Virginia 22203, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

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 October 2025, Omega Wealth Management has approximately 14 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Managing Partner: H. B. A.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 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 14 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 ServicesUnited 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.