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Building 2ALPHA OMEGA WEALTH MANAGEMENT, LLC

Map pinRICHMOND, VA
Phone804-955-1600
NotebookSEC #801-70136
Total AUM
$1B
Employees
9
Clients
490

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7202 GLEN FOREST DRIVE
SUITE 300
RICHMOND
VA 23226
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
804-955-1600
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
1,310
Discretionary
$913.4M
Accounts
1,213
Non-Discretionary
$110.6M
Accounts
97

ContactClients

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Individual Clients
267
AUM
$113.3M
HNW Individual Clients
206
AUM
$879.3M
Charitable Organization Clients
13
AUM
$19.8M
Corporation or Business Clients
4
AUM
$11.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMDNCNHNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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