# Carl Lind

> Carl Lind is a fee-only financial advisor at Alpha Omega Wealth Management in Richmond, Virginia, who holds the CFP credential. Alpha Omega Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Alpha Omega Wealth Management
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.02B across 1,310 accounts
- **Credentials:** CFP
- **CRD:** 2825868 (https://adviserinfo.sec.gov/individual/summary/2825868)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (1996)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.aowealth.com

## Frequently asked questions

### Is Carl Lind a fee-only financial advisor?

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

### How does Carl charge for financial advice?

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

### Where is Carl Lind based?

Carl Lind is based in Richmond, Virginia.

### What credentials does Carl Lind hold?

Carl Lind holds the CFP credential.

### Is Carl Lind registered with the SEC?

Yes. Carl Lind is registered as an investment adviser representative in VA (CRD 2825868), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alpha Omega Wealth Management manage?

Alpha Omega Wealth Management reports $1.02B across 1,310 accounts in assets under management.

### How do I contact Carl Lind?

Through Carl's website, www.aowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2825868): 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

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