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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,...
Overview
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
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.
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.
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