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Alpha Omega Wealth Management, Llc
Richmond, Virginia
Alpha Omega Wealth Management, LLC is a prominent investment advisory firm based in Richmond, VA, with three offices strategically located to serve its client base. With a solid track record, Alpha Omega manages a substantial portfolio of assets, totaling over $904,044,000 under its expert guidance. The firm boasts a roster of over 250 individual clients, primarily catering to high net worth individuals seeking comprehensive wealth management services.
While 401(k) and individual accounts make up a smaller portion of their assets under management, Alpha Omega possesses the expertise to effectively oversee employer funds. Notably,...see more
Assets Under Mgmt
$904.04M
Investment Professionals
11
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Alpha Omega Wealth Management, Llc
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