Alpha Omega Wealth Management, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 149842
- Registered since
- April 21, 2009
- Website
- www.aowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.87%
- Individuals11.06%
- Charitable Organizations1.93%
- Corporations / Businesses1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alpha Omega Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2009. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of ongoing portfolio management and financial planning alongside pension consulting and selection of other advisers. Its fee model includes asset-based fees plus hourly and fixed-fee arrangements. The firm describes itself as an active ESG investor and provides both discretionary and non-discretionary advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents11%
- US Government Bonds9%
- Private Funds3%
Owners & executives
1 of 1
Leann Mitchell
Co-Founder, Chief Compliance OfficerCRD 2697639
Contacts
3 of 8
Holly Ruff
Agent and Financial RepresentativeCRD 4007860
Cleighton Hilbert
Managing PartnerCRD 2795473
Eric Fitzgerald
Financial AdvisorCRD 5755529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$209M in ETFs
58%
$121M
42%
$88.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $40.3M | 797,365 | 19.27% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 7202 Glen Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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