Almega Wealth Management

Overview

Almega Wealth Management operates as an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional mandates. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, publication of periodicals or newsletters, and delivery of educational seminars and workshops. Almega lists accountant and insurance company affiliations among its industry relationships and offers fee arrangements that include a percentage of assets under management, hourly charges and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices