# Athanasios Preovolos

> Athanasios Preovolos is a fee-only financial advisor at Alpha & Omega in La Mesa, California. Alpha & Omega reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/athanasios-preovolos/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Alpha & Omega
- **Based in:** La Mesa, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $40.3M across 137 accounts
- **CRD:** 5042711 (https://adviserinfo.sec.gov/individual/summary/5042711)
- **SEC registration:** Investment adviser representative in CA, CO, LA, NY, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.alpha-omega-inc.com

## Frequently asked questions

### Is Athanasios Preovolos a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Athanasios holds no broker registration, and Alpha & Omega reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Athanasios charge for financial advice?

Athanasios's firm, Alpha & Omega, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Athanasios Preovolos based?

Athanasios Preovolos is based in La Mesa, California.

### Is Athanasios Preovolos registered with the SEC?

Yes. Athanasios Preovolos is registered as an investment adviser representative in CA, CO, LA, NY and TX (CRD 5042711), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alpha & Omega manage?

Alpha & Omega reports $40.3M across 137 accounts in assets under management.

### How do I contact Athanasios Preovolos?

Through Athanasios's website, www.alpha-omega-inc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5042711): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.