Leann Mitchell
Alpha Omega Wealth Management · Richmond, Virginia
Leann Mitchell is a fee-only financial advisor at Alpha Omega Wealth Management in Richmond, Virginia. 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 |
| SEC registration | Investment adviser representative in VA · CRD 2697639 |
| Exams passed | Series 63 (1996) · Series 65 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aowealth.com |
How Leann'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 Leann
Is Leann Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leann 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 Leann charge for financial advice?
Leann's firm, Alpha Omega Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leann Mitchell based?
Leann Mitchell is based in Richmond, Virginia.
Is Leann Mitchell registered with the SEC?
Yes. Leann Mitchell is registered as an investment adviser representative in VA (CRD 2697639), 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 Leann Mitchell?
Through Leann's website, www.aowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Richmond
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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