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Almega Wealth Management LLC

CRD 316840SEC# 801-136105Scottsdale, AZ
Export (members)
No longer SEC-registered. Almega Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$134.3M
Employees
7
Accounts
767
Location
Scottsdale, AZ

Almega Wealth Management LLC assets under management

Almega Wealth Management LLC is an SEC-registered investment adviser based in Scottsdale, AZ. It reports $134.3 million in regulatory assets under management and employs 7 people.

Almega Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan Craig Wisda ControlPresidentOver 75%2021
Bryan Craig Wisda ControlChief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Almega Wealth Management LLC manage?

Almega Wealth Management LLC reports $134.3 million in regulatory assets under management on its Form ADV.

How many employees does Almega Wealth Management LLC have?

Almega Wealth Management LLC reports 7 employees.

Where is Almega Wealth Management LLC located?

Almega Wealth Management LLC is based in Scottsdale, AZ.

Does Almega Wealth Management LLC disclose fund performance?

Almega Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260
Office hours8A-5P
Discloses disciplinary historyYes

Assets under management

Discretionary$129.8M
Non-discretionary$4.5M
Total (RAUM)$134.3M