Alpha Omega Wealth Management, LLC
● SEC registered since 2009CRD 149842SEC# 801-70136Richmond, VA
Reg. AUM
$1.02B
Employees
9
Accounts
1,310
Location
Richmond, VA
Alpha Omega Wealth Management, LLC assets under management
Alpha Omega Wealth Management, LLC operates as an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2009. It reports $1 billion in regulatory assets under management and employs 9 people.
Alpha Omega Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ao Wealth Holding Company, LLC Control | Sole Owner | Over 75% | 2020 |
| Charles Clement Teden | Partner | Under 5% | 2022 |
| Cleighton Lee Hilbert Control | Managing Partner | Under 5% | 2021 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alpha Omega Wealth Management, LLC manage?
Alpha Omega Wealth Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Alpha Omega Wealth Management, LLC have?
Alpha Omega Wealth Management, LLC reports 9 employees.
Where is Alpha Omega Wealth Management, LLC located?
Alpha Omega Wealth Management, LLC is based in Richmond, VA and has been SEC-registered since 2009.
Does Alpha Omega Wealth Management, LLC disclose fund performance?
Alpha Omega 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 | 7202 Glen Forest Drive, Suite 300, Richmond, VA 23226 |
| Phone | 804-955-1600 |
| Fax | 804-955-1616 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1665633 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $913.4MNon-discretionary $110.6M