Lisa Kirchenbauer
Omega Wealth Management · Arlington, Virginia
Lisa Kirchenbauer is a fee-only financial advisor at Omega Wealth Management in Arlington, Virginia, who holds the CFP credential. Lisa focuses on family wealth transfer, estate & legacy planning and real estate investors. Omega Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Omega Wealth Management |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $309.7M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 1417771 |
| Exams passed | Series 63 (1987) · Series 65 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.omegawealthmanagement.com |
| Profile |
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Questions about Lisa
Is Lisa Kirchenbauer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Omega Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Omega Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Kirchenbauer based?
Lisa Kirchenbauer is based in Arlington, Virginia.
What does Lisa specialize in?
Lisa's specialties include family wealth transfer, estate & legacy planning, real estate investors and small business owners. Lisa works with multi-generational families.
What credentials does Lisa Kirchenbauer hold?
Lisa Kirchenbauer holds the CFP credential.
Is Lisa Kirchenbauer registered with the SEC?
Yes. Lisa Kirchenbauer is registered as an investment adviser representative in TX and VA (CRD 1417771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Omega Wealth Management manage?
Omega Wealth Management reports $309.7M across 121 accounts in assets under management.
How do I contact Lisa Kirchenbauer?
Through Lisa's website, www.omegawealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Omega Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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