Alpha Omega Wealth Management, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 149842
- Registered since
- April 21, 2009
- Website
- www.aowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.87%
- Individuals11.06%
- Charitable Organizations1.93%
- Corporations / Businesses1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alpha Omega Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by a combination of domestic-entity and individual interests. The firm is SEC-registered (initial registration in 2009) and positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory practice covers financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third-party managers. Fee arrangements include asset-based fees, hourly charges and fixed fees. The firm reports an active stance on ESG considerations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents11%
- US Government Bonds9%
- Private Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$217M in ETFs
57%
$124M
42%
$92.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $40.6M | 806,317 | 18.76% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 7202 Glen Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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