ALPHA OMEGA GROUP, INC.

AOG WEALTH MANAGEMENT
RESTON, Virginia·8 registered advisors·CRD# 159026
SEC# 801-777363703-757-8020
01

Firm Overview

AUM
$341M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALPHA OMEGA GROUP, INC.

8 registered advisors
David Scott Sweat
GREAT FALLS, Virginia
Frederick Peter Baerenz
RESTON, Virginia
James Russell Hadaway
RESTON, Virginia
James Thomas Ortlip
RESTON, Virginia
Joseph S Yoon
GREAT FALLS, Virginia
Karen Ann Klenk
GREAT FALLS, Virginia
Michelle Lauren Whitlock
RESTON, Virginia
Sheila C Baerenz
GREAT FALLS, Virginia
05

Office Locations

GREAT FALLS, Virginia
4 advisors
RESTON, Virginia
4 advisors

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Data sourced from SEC Form ADV filings. ALPHA OMEGA GROUP, INC. (CRD# 159026) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.