ALMEGA WEALTH MANAGEMENT

ALMEGA WEALTH MANAGEMENT LLC

CRD 316840 · SEC 801-136105

Visit website

8350 E. RAINTREE DRIVE, SUITE 215, SCOTTSDALE, AZ, 85260, United States

Phone

480-770-4700

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$134.3M

Discretionary AUM

$129.8M

Team

7 total employees; 4 advisory reps; 244 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; EDUCATIONAL SEMINARS

Org form

Limited Liability Company

Filing date

2026-06-13

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminarsTAX PLANNING, TAX PREPARATION

Client types

Type	Clients	AUM
Individuals	189	$52.0M
High net worth individuals	54	$82.0M
Pension/profit sharing plans	3	$222K

All web addresses on file

https://www.linkedin.com/company/almega-wealth
https://instagram.com/almegawealth
https://almega-wealth.com
https://facebook.com/almegawealthmanagement
https://www.linkedin.com/in/colin-taylor-83286121/
https://x.com/almegawealth
https://www.linkedin.com/in/bryanwisda/

Official SEC filing: View on IAPD