Almega Wealth Management

Overview

Almega Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and lists accounting as a core business activity; its advisory services extend to financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational content such as newsletters and workshops. Its fee model includes a percentage-of-AUM component, hourly billing and other fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices