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ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD 149842 · SEC 801-70136
7202 GLEN FOREST DRIVE, SUITE 300, RICHMOND, VA, 23226, United States
Phone
804-955-1600
Fax
804-955-1616
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$913.4M
Team
9 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $113.3M |
| High net worth individuals | 206 | $879.3M |
| Charitable organizations | 13 | $19.8M |
| Corporations/business entities | 4 | $11.7M |
States served
LA, MD, NY, NC, SC, VA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/in/everett-reveley-9aa9aa1/
- https://www.linkedin.com/in/nelson-reveley-26575b93/
- https://www.linkedin.com/in/clement-teden-362b495/
- https://www.linkedin.com/in/bill-noftsinger-2805527/
- https://www.linkedin.com/in/ericfitzgeraldcfp/
- https://www.linkedin.com/in/leann-mitchell-crpc%C2%AE-b5bb7216/
- HTTPS://WWW.AOWEALTH.COM
- https://www.linkedin.com/company/alpha-omega-wealth-management
- https://www.linkedin.com/in/clay-hilbert-0b906512/
Official SEC filing: View on IAPD