Almega Wealth Management

Overview

Almega Wealth Management is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2026) and is owned by an individual principal. It serves both individual and family clients as well as institutional clients. Fee arrangements include percentage-of-assets, hourly charges and other fee forms. The firm presents itself as both an advisory and professional-services practice: business activities include accounting, and its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and seminars. Almega reports that it is not an active ESG investor and does not act as a capital allocator; instead, it relies on third-party managers and traditional advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices