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George Everett Bond Reveley

ALPHA OMEGA WEALTH MANAGEMENT, LLC·RICHMOND, Virginia
Clean recordALPHA OMEGA WEALTH MANAGEMENT, LLC
7202 GLEN FOREST DRIVE, RICHMOND, VA 23226CRD# 2772773Firm CRD# 149842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Everett Bond Reveley · RICHMOND, VA
Registration
CRD #2772773 · ALPHA OMEGA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

George Everett Bond Reveley is a registered financial advisor based in RICHMOND, Virginia, affiliated with ALPHA OMEGA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALPHA OMEGA WEALTH MANAGEMENT, LLC
ALPHA OMEGA WEALTH MANAGEMENT, LLC
AUM
$995M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2772773
Firm CRD# 149842
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Everett Bond Reveley offer?
George Everett Bond Reveley specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are George Everett Bond Reveley's credentials?
George Everett Bond Reveley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Everett Bond Reveley located?
George Everett Bond Reveley is based in RICHMOND, Virginia, working with ALPHA OMEGA WEALTH MANAGEMENT, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does George Everett Bond Reveley charge for services?
George Everett Bond Reveley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHA OMEGA WEALTH MANAGEMENT, LLC?
ALPHA OMEGA WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $995M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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