Holly Ruff
Alpha Omega Wealth Management · Linville, Virginia
Holly Ruff is a fee-only financial advisor at Alpha Omega Wealth Management in Linville, Virginia, who holds the CFA 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 | Linville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.02B across 1,310 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 4007860 |
| Exams passed | Series 66 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aowealth.com |
How Holly'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 Holly
Is Holly Ruff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holly 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 Holly charge for financial advice?
Holly's firm, Alpha Omega Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Holly Ruff based?
Holly Ruff is based in Linville, Virginia.
What credentials does Holly Ruff hold?
Holly Ruff holds the CFA credential.
Is Holly Ruff registered with the SEC?
Yes. Holly Ruff is registered as an investment adviser representative in VA (CRD 4007860), 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 Holly Ruff?
Through Holly's website, www.aowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Virginia
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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