Updated:
AlphaOmega Wealth Management, LLC
AlphaOmega Wealth Management, LLC is an SEC-registered investment adviser in Richmond, VA, registered since 2009. The firm manages $1.0 billion in assets, with...
AlphaOmega Wealth Management, LLC
AlphaOmega Wealth Management, LLC is an SEC-registered investment adviser in Richmond, VA, registered since 2009. The firm manages $1.0 billion in assets, with $913 million on a discretionary basis. It has 9 employees and 9 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Halifax, PA
Sector focus
Frequently asked questions
Who runs investment decisions at AlphaOmega Wealth Management?
The principals of AlphaOmega Wealth Management are not publicly identified in any available source, including SEC filings, media coverage, or the firm’s own communications. This lack of named individuals is unusual for a registered investment advisor. A potential allocator would need to request this information directly from the firm.
How does AlphaOmega source proprietary deal flow?
Public information on AlphaOmega’s sourcing model is unavailable. Many multi-family offices rely on a combination of internal due diligence teams and external GP relationships for deal flow. Without public disclosure, the firm’s specific sourcing capabilities cannot be verified.
Is AlphaOmega structured as a single family office or a multi-family office?
AlphaOmega Wealth Management is registered with the SEC as an RIA, which indicates it serves multiple clients rather than a single family. This structure is consistent with a multi-family office model. The exact number of families served is not disclosed.
Does AlphaOmega participate in fund commitments or only direct deals?
The firm’s investment approach includes commingled vehicles — such as funds and managed accounts — per its regulatory filings. There is no public evidence that it engages in direct co-investments alongside external GPs.
What investment stages does AlphaOmega typically target?
No public information specifies the firm’s stage preferences. Based on its stated asset-class focus — private credit, real estate, infrastructure — the firm likely targets mature, cash-flow-generating assets rather than early-stage venture. This is a common posture for multi-family offices.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: