SK
Saki Kurose
OMEGA WEALTH MANAGEMENT LLC
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 7291377
SK
Professional summary
Saki Kurose, CFP® is a registered financial advisor currently at OMEGA WEALTH MANAGEMENT LLC located in Arlington, Virginia.
Saki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Saki has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) KUROSE PATENT INC. NOT INVESTMENT-RELATED. 3057 NUTLEY STREET, SUITE 203, FAIRFAX, VA 22031. NATURE OF BUSINESS: PATENT CONSULTING. POSITION/TITLE: TRANSLATOR. START DATE: JUNE 2005. HOURS/MONTH: 0-5. HOURS/MONTH DURING SECURITIES TRADING HOURS: 0. DUTIES: TRANSLATE LEGAL DOCUMENTS. (2) VIOLINIST. NOT INVESTMENT-RELATED. ADDRESS: VARIOUS. NATURE OF BUSINESS: PERFORMING AND TEACHING VIOLIN. POSITION/TITLE: SELF-EMPLOYED VIOLIN PERFORMER AND TEACHER. START DATE: 2016. HOURS/MONTH: 4. HOURS/MONTH DURING SECURITIES TRADING HOURS: 0. DUTIES: TEACH AND/OR PERFORM VIOLIN.
CRS (Client Relationship Summary) - RIA
Click below to view Saki Kurose's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 8, 2022 - Present
OMEGA WEALTH MANAGEMENT LLC
Office #1: 4501 N Fairfax Drive Suite 602, Arlington, VA 22203RIA
CRD#: 132580
Arlington, VA
Past
September 29, 2020 - July 24, 2022
INSIGHT FINANCIAL STRATEGISTS
RIA
CRD#: 165125
NEWTON, MA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/8/2022)
IAR
Virginia(8/8/2022)
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 637 |
| AUM (Assets Under Management) | $ 259,020,290 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/25/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
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.
