Athanasios Preovolos
Alpha & Omega · La Mesa, California
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.
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Facts
| Firm | Alpha & Omega |
|---|---|
| Based in | La Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.3M across 137 accounts |
| SEC registration | Investment adviser representative in CA, CO, LA, NY, TX · CRD 5042711 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.alpha-omega-inc.com |
How Athanasios's firm compares
- Alpha & Omega's average account is about $294,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Athanasios
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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