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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Omega Wealth Management LLC
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| CRD # | 149842 |
| SEC # | 801-70136 |
| CIK # | 0001665633 |
| AUM | $905.8 M (2025-03-27) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 804-955-1600 |
| Address | 7202 Glen Forest Drive Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 26.6 | ||
| Apple Inc | 15.2 | ||
| Cisco Systems Inc | 11.1 | ||
| International Business Machines Corp | 11.0 | ||
| Chevron Corp | 10.9 | ||
| J P Morgan Chase & Co | 10.2 | ||
| Capital One Financial Corp | 10.0 | ||
| Verizon Communications Inc | 10.0 | ||
| CVS Caremark Corp | 9.2 | ||
| AbbVie Inc | 9.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 99.6 |
| (b) Individuals (high net worth individuals) | 205 | 777.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 13 | 18.6 |
| (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 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,282 | 905.8 |
| By Discretionary | ||
| Discretionary | 1,198 | 805.3 |
| Non-Discretionary | 84 | 100.6 |
| Total | 1,282 | 905.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 905.8 | |
| Total | 1,282 | 905.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665633] |
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