ALPHA OMEGA WEALTH MANAGEMENT, LLC

Overview

Alpha Omega Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting and manager-selection services. Alpha Omega employs a fee mix that includes percentage-of-AUM billing, hourly fees and fixed fees, and identifies itself as an active ESG investor. Investment activity shows a clear preference for publicly traded equities and exchange-traded strategies, while also allocating to alternative asset classes such as digital currency and third-party alternative managers. The firm appears to take a multi-manager approach when appropriate, selecting outside advisers and external funds to complement in-house portfolio construction. Alpha Omega has been SEC-registered since 2009 and uses a custodian-centric operating model to manage client assets.

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Location & Offices