Davis
Gardner

Omega Wealth Management LLC

CRD#6783878
Investment Advisor
in Arlington, VA

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About this Advisor

Davis Gardner is a financial advisor based in Arlington, Virginia, working with Omega Wealth Management LLC. Davis has previously held positions at Omega Wealth Management LLC, Virginia Tech Services, Northwestern Mutual, Hunting Hawk Golf Club, Swim Club Management Group, and Virginia Tech. Davis is registered to provide services in Texas and Virginia. Currently, Davis is part of Omega Wealth Management LLC, which operates out of Arlington, Virginia. The firm has 7 employees and manages assets totaling $253.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Omega Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4501 N Fairfax Drive Suite 602
Arlington, VA 22203

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Omega Wealth Management LLC Brokerage Details

Total Assets Under Management

$253,337,284

VA Average: $1,835,309,194
Total Number of Employees

7

VA Average: 32
Total Number of Accounts

642

VA Average: 1,458
Average Account Size

$394,606

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Davis Gardner Work History

2018 - Present (6 years)

Omega Wealth Management LLC

2017 - 2017 (< 1 year)

Northwestern Mutual

2016 - 2018 (2 years)

Virginia Tech Services

2016 - 2016 (< 1 year)

Hunting Hawk Golf Club

2015 - 2015 (< 1 year)

Swim Club Management Group

2014 - 2018 (4 years)

Virginia Tech

Disclosures

Please visit the SEC profile of Davis Gardner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Omega Wealth Management LLC

Davis Gardner
Arlington, VA
Evelyn Ovando-Flores
Arlington, VA
Epheson Mehari
Arlington, VA
Lisa Kirchenbauer
Arlington, VA
Jared Jones
Arlington, VA
Saki Kurose
Arlington, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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