Carl Lind
Alpha Omega Wealth Management · Richmond, Virginia
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.
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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 | $1.02B across 1,310 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2825868 |
| Exams passed | Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aowealth.com |
How Carl's firm compares
- Alpha Omega Wealth Management's average account is about $782,000, from its Form ADV (assets managed divided by 1,310 accounts).
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Questions about Carl
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.
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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