LP Profile

Alpha Omega Wealth Management

Also known as alpha omega wealth

Wealth ManagerRichmond, United StatesFounded 2009
$904M
Assets Under Management
Richmond
Headquarters
Investment Focus

About Alpha Omega Wealth Management

We are an independent, fee-only wealth management firm that exists to help you to prepare thoughtfully, invest wisely and give generously.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Alpha Omega Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.0B
Total Clients
1,310
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Alpha Omega Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Alpha Omega Wealth Management?

Alpha Omega Wealth Management is a wealth manager based in Richmond, United States, managing approximately $904M in assets.

Where is Alpha Omega Wealth Management headquartered?

Alpha Omega Wealth Management is headquartered in Richmond, United States.

How much does Alpha Omega Wealth Management manage?

Alpha Omega Wealth Management manages approximately $904M in assets under management.

When was Alpha Omega Wealth Management founded?

Alpha Omega Wealth Management was founded in 2009.

How can I contact Alpha Omega Wealth Management?

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