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ALPHA OMEGA WEALTH MANAGEMENT, LLC
ALPHA OMEGA WEALTH MANAGEMENT, LLC
RICHMOND, Virginia
·
7 registered advisors
·
CRD# 149842
SEC# 801-70136
1
804-955-1600
01
Firm Overview
AUM
$995M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ALPHA OMEGA WEALTH MANAGEMENT, LLC
7 registered advisors
Charles Clement Teden
RICHMOND, Virginia
CRD# 5502158
Cleighton Lee Hilbert
RICHMOND, Virginia
CRD# 2795473
Craig Thomas Forbes
RICHMOND, Virginia
CRD# 2454257
George Everett Bond Reveley
RICHMOND, Virginia
CRD# 2772773
Holly Marie Ruff
RICHMOND, Virginia
CRD# 4007860
Leann G Mitchell
RICHMOND, Virginia
CRD# 2697639
William Arthur Washburn
RICHMOND, Virginia
CRD# 2077655
05
Office Locations
RICHMOND, Virginia
7 advisors
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Data sourced from SEC Form ADV filings. ALPHA OMEGA WEALTH MANAGEMENT, LLC (CRD# 149842) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.