Skip to main content

ALPHA OMEGA WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,023,955,176
Discretionary
$913,362,572
Non-discretionary
$110,592,604

Firm details

CRD number
149842
SEC file number
801-70136
Main office
RICHMOND, VA, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.