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| Almega Wealth Management LLC
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|---|---|
| CRD # | 316840 |
| SEC # | 801-136105 |
| CIK # | |
| AUM | 134.3 M (2026-06-26) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 480-770-4700 |
| Address | 8350 E Raintree Drive, Suite 215 Scottsdale, AZ 85260 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 52.0 |
| (b) Individuals (high net worth individuals) | 54 | 82.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 134.3 |
| By Discretionary | ||
| Discretionary | 762 | 129.8 |
| Non-Discretionary | 5 | 4.5 |
| Total | 767 | 134.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 133.9 | |
| Total | 767 | 134.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 244 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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MD | 135.5 M |
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DBD Retirement and Financial Services LLC
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|
Summitpoint Capital Management
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CO | 132.5 M |