Almega Wealth Management LLC
CRD 316840SEC# 801-136105Scottsdale, AZ
No longer SEC-registered. Almega Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$134.3M
Employees
7
Accounts
767
Location
Scottsdale, AZ
Almega Wealth Management LLC assets under management
Almega Wealth Management LLC is an SEC-registered investment adviser based in Scottsdale, AZ. It reports $134.3 million in regulatory assets under management and employs 7 people.
Almega Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Craig Wisda Control | Chief Compliance Officer | Over 75% | 2021 |
| Bryan Craig Wisda Control | President | Over 75% | 2021 |
Frequently asked questions
How much does Almega Wealth Management LLC manage?
Almega Wealth Management LLC reports $134.3 million in regulatory assets under management on its Form ADV.
How many employees does Almega Wealth Management LLC have?
Almega Wealth Management LLC reports 7 employees.
Where is Almega Wealth Management LLC located?
Almega Wealth Management LLC is based in Scottsdale, AZ.
Does Almega Wealth Management LLC disclose fund performance?
Almega Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260 |
| Office hours | 8A-5P |
| Discloses disciplinary history | Yes |
Regulatory AUM
$134.3M▲ 13%
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$134.3Mregulatory AUM
Discretionary $129.8MNon-discretionary $4.5M