| Name | Title | Ownership | Since |
|---|---|---|---|
| Ao Wealth Holding Company, LLC Control | Sole Owner | Over 75% | 2020 |
| Charles Clement Teden | Partner | Under 5% | 2022 |
| Cleighton Lee Hilbert Control | Managing Partner | Under 5% | 2021 |
Alpha Omega Wealth Management, LLC reports $905.8 million in regulatory assets under management on its Form ADV.
Alpha Omega Wealth Management, LLC reports 9 employees.
Alpha Omega Wealth Management, LLC is based in Richmond, VA and has been SEC-registered since 2009.
Alpha Omega Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7202 Glen Forest Drive, Suite 300, Richmond, VA 23226 |
| Phone | 804-955-1600 |
| Fax | 804-955-1616 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1665633 |
| Discloses disciplinary history | No |
| Discretionary | $805.3M |
| Non-discretionary | $100.6M |
| Total (RAUM) | $905.8M |