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ALMEGA WEALTH MANAGEMENT
SCOTTSDALE, AZ
480-770-4700
SEC #801-136105Total AUM
$118.7M
Employees
6Clients
264Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8350 E. RAINTREE DRIVE, SUITE 215
SCOTTSDALE
AZ 85260
United States
SCOTTSDALE
AZ 85260
United States
Operating Hours
8A-5P
Monday - Friday
Monday - Friday
Phone
480-770-4700
Other Offices
4
Financials
Total AUM
$118.7M
Accounts
767Discretionary
$114.4M
Accounts
761Non-Discretionary
$4.4M
Accounts
6
Clients
Individual Clients
225AUM
$64.1M
HNW Individual Clients
36AUM
$54.5M
Pension/Profit Sharing Plan Clients
3AUM
$222.1K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TAX PLANNING, TAX PREPARATION
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
EDUCATIONAL SEMINARS
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
AZFLINKYNCTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.