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Alpha Omega Wealth Management
Alpha Omega Wealth Management was established in 2009 as a Richmond, Virginia wealth manager and registered investment advisor. It delivers advisory services...
Alpha Omega Wealth Management
Alpha Omega Wealth Management was established in 2009 as a Richmond, Virginia wealth manager and registered investment advisor. It delivers advisory services to individuals, high-net-worth individuals, and family offices. The firm provides financial planning and portfolio management. No specific asset-class allocations, named portfolio holdings, or geographic deployment details beyond its headquarters are publicly recorded. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The firm operates as a conventional RIA without disclosed hybrid structures, club memberships, or succession details that differentiate it from peer advisory practices.
General information
Firm type
Wealth Manager
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Richmond
Corporate office
Richmond, VA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Alpha Omega Wealth Management?
No named principals or CIO are disclosed in public records.
How does Alpha Omega Wealth Management source proprietary deal flow?
No sourcing model or deal flow details are publicly available.
Is Alpha Omega Wealth Management structured as a single family office or does it operate more like a venture firm?
It operates as a registered investment advisor providing services to family offices rather than as a family office itself.
Does Alpha Omega Wealth Management participate in fund commitments or only direct deals?
No information on fund commitments or direct deal activity is recorded.
Where does the underlying wealth come from?
No wealth origin is disclosed for the firm or its clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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