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Epheson Abate Mehari

Epheson A. Mehari

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CRD#: 6348533
Epheson Abate Mehari

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Epheson Abate Mehari, CFP®, who also goes by Andrew Mehari, Epheson A Mehari, was a registered financial professional .

Epheson is a previously registered financial professional and started their career in finance in 2021. Epheson had worked at 1 firm .

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Mehari | Epheson A Mehari

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

January 6, 2021 - February 1, 2026

OMEGA WEALTH MANAGEMENT LLC

RIA
CRD#: 132580
ARLINGTON, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OMEGA WEALTH MANAGEMENT LLC
KIRCHENBAUER FINANCIAL MANAGEMENT & CONSULTING | OMEGA WEALTH MANAGEMENT LLC | OMEGA WEALTH CONSULTING | KIRCHENBAUER, LISA ANNE KIRKPATRICK | KIRCHENBAUER, LISA A.K.

CRD#: 132580 / SEC#: 801-112348

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
District of Columbia
Registered Investment Advisory firm - (1/26/2018 Terminated)
Maryland
Registered Investment Advisory firm - (3/30/2018 Terminated)
Texas
Registered Investment Advisory firm - (1/26/2018 Terminated)
Virginia
Registered Investment Advisory firm - (1/29/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


OW
OMEGA WEALTH MANAGEMENT LLC
KIRCHENBAUER FINANCIAL MANAGEMENT & CONSULTING | OMEGA WEALTH MANAGEMENT LLC | OMEGA WEALTH CONSULTING | KIRCHENBAUER, LISA ANNE KIRKPATRICK | KIRCHENBAUER, LISA A.K.

CRD#: 132580 / SEC#: 801-112348

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
District of Columbia
Registered Investment Advisory firm - (1/26/2018 Terminated)
Maryland
Registered Investment Advisory firm - (3/30/2018 Terminated)
Texas
Registered Investment Advisory firm - (1/26/2018 Terminated)
Virginia
Registered Investment Advisory firm - (1/29/2018 Terminated)
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Contact information


Main Address
4501 N Fairfax Drive Suite 602, Arlington, VA 22203
Mailing Address
Phone number
(703) 387-0919
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OMEGA WEALTH MANAGEMENT LLC ADV PART 2A (2/1/2026)

Regulatory assets under management


Total Number of Accounts637
AUM (Assets Under Management)$ 259,020,290

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
01/25/2025
01/26/2024

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


OMEGA WEALTH MANAGEMENT LLC

CRD#: 132580

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