# Alpha Omega Financial

Alpha Omega Financial is a Bank / Wealth / Trust based in Bradenton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bradenton, United States
- **Region:** North America
- **Address:** Bradenton, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** alphaomegafinancial.com
- **LinkedIn:** linkedin.com/company/alpha-omega-financial-llc

## Regulatory record

- **CRD number:** 314289
- **SEC file number:** 801-121214
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314289

## About

Alpha Omega Financial is an SEC-registered investment adviser since 2021. The firm manages approximately $187 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Does Alpha Omega Financial manage proprietary investment funds?

No. The firm constructs client portfolios using exchange-traded funds, mutual funds, and other third-party investment vehicles. It does not sponsor or manage proprietary hedge funds, private equity funds, or real estate investment trusts. Its value proposition centers on financial planning and asset-allocation advice, not in-house asset management.

### What client types does Alpha Omega Financial primarily serve?

The firm's practice focuses on retirees, pre-retirees, and small business owners along Florida's Gulf Coast. Its planning services are designed around income distribution, tax management, and longevity risk — concerns most relevant to clients entering or already in their retirement years.

## Related profiles

- [Alpha & Omega](https://altss.com/profile/alpha-omega)
- [Alpha Wealth Management](https://altss.com/profile/alpha-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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