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OMEGA FINANCIAL GROUP, LLC

SANTA BARBARA, CA · CRD 164147 · IAPD ↗ · 805-617-4363

$552.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — OMEGA FINANCIAL GROUP, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — OMEGA FINANCIAL GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — OMEGA FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($480.2M -> $552.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.