Unclaimed Profile

Leann G Mitchell

ALPHA OMEGA WEALTH MANAGEMENT, LLC·RICHMOND, Virginia

Clean recordALPHA OMEGA WEALTH MANAGEMENT, LLC

7202 GLEN FOREST DRIVE, RICHMOND, VA 23226CRD# 2697639Firm CRD# 149842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leann G Mitchell · RICHMOND, VA

Registration

CRD #2697639 · ALPHA OMEGA WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leann G Mitchell 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHA OMEGA WEALTH MANAGEMENT, LLC

AUM

$995M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA OMEGA WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2697639

Firm CRD# 149842

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leann G Mitchell offer?

Leann G Mitchell specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Leann G Mitchell's credentials?

Leann G Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leann G Mitchell located?

Leann G Mitchell 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 Leann G Mitchell charge for services?

Leann G Mitchell'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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