ALPHA OMEGA WEALTH MANAGEMENT, LLC

7202 Glen Forest Drive
Suite 300
Richmond, Virginia 23226
Tel: 804-955-1600

About ALPHA OMEGA WEALTH MANAGEMENT, LLC

ALPHA OMEGA WEALTH MANAGEMENT, LLC, formally registered with the SEC as ALPHA OMEGA WEALTH MANAGEMENT, LLC. The firm was established in 04/21/2009. They have over 2 offices throughout the country.

ALPHA OMEGA WEALTH MANAGEMENT, LLC is a Richmond, Virginia based Financial Planning firm with nearly $995,225,765 assets under management, offering retirement planning & investment advisory services to 1282 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149842
SEC#	801-70136
Assets Managed by Firm	$995,225,765
No. of Clients	1282
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1282	$995,225,765
Individuals (other than high net worth individuals)	257	$82,442,296
High net worth individuals	205	$843,957,656
Charitable organizations	11	$57,406,152
Corporations or other businesses	5	$11,419,661

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