Alphaomega Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318321
- Website
- www.aowealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.39%
- Individuals25.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alphaomega Wealth Management, LLC is an independent registered investment adviser operating as an LLC with individual ownership. The firm serves primarily individual and family clients and provides comprehensive financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. Alphaomega does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the available filings.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
John Dannenbring
FounderCRD 6715924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations