Alpha Omega Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 9 advisors are listed here; 3 of 9 hold the CFP.
- Its Form ADV reports 9 employees and 473 individual clients, 206 of them high net worth.
- Its average account is about $782,000 (assets it manages divided by its 1,310 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | aowealth.com |
| [email protected] | |
| Phone | (866) 877-6561 |
Questions about Alpha Omega Wealth Management
How is Alpha Omega Wealth Management paid?
Alpha Omega Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Alpha Omega Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 9 advisors at Alpha Omega Wealth Management, and 3 hold the CFP.
What is the average account at Alpha Omega Wealth Management?
Alpha Omega Wealth Management's average account is about $782,000. That's the assets on its Form ADV divided by its 1,310 accounts.
Alpha Omega Wealth Management fees
Alpha Omega Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 267 |
| High-net-worth clients | 206 |
| Accounts managed | 1,310 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-70136) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 149842 |