Almega Wealth Management

Overview

Almega Wealth Management is an independent, limited-liability advisory firm owned by an individual and serving both private clients and institutional accounts. The firm provides comprehensive financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its advisory services extend to pension consulting, publication of periodicals or newsletters, and running educational seminars and workshops. The firm also lists accounting as a core business activity and has affiliations with accounting and insurance firms. Fees are charged on multiple bases, including a percentage of assets under management and hourly billing, with other fee arrangements available. Almega does not identify as an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices