|
⚲
|
| Keyboard |
| Alpha Omega Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 149842 |
| SEC # | 801-70136 |
| CIK # | 0001665633 |
| AUM | 1,024.0 M (2026-03-31) |
| 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 | 19.1 | ||
| Apple Inc | 18.5 | ||
| Cisco Systems Inc | 14.2 | ||
| CVS Caremark Corp | 12.7 | ||
| AbbVie Inc | 12.1 | ||
| Chevron Corp | 12.0 | ||
| Johnson & Johnson | 11.7 | ||
| Marathon Petroleum Corp | 10.2 | ||
| J P Morgan Chase & Co | 10.0 | ||
| International Business Machines Corp | 9.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 113.3 |
| (b) Individuals (high net worth individuals) | 206 | 879.3 |
| (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 | 19.8 |
| (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 | 4 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,310 | 1,024.0 |
| By Discretionary | ||
| Discretionary | 1,213 | 913.4 |
| Non-Discretionary | 97 | 110.6 |
| Total | 1,310 | 1,024.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,023.9 | |
| Total | 1,310 | 1,024.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665633] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Wealth Management LLC
✚
|
IA | 1,031.4 M |
|
IFG Advisors LLC
✚
|
MO | 1,030.0 M |
|
John Moore & Associates Inc
✚
|
NM | 1,028.8 M |
|
Harvey Investment Company LLC
✚
|
KY | 1,028.6 M |
|
Park Piedmont Advisors LLC
✚
|
IL | 1,028.5 M |
|
Burns J W & Co Inc
✚
|
NY | 1,026.8 M |
|
Glen Eagle Advisors LLC
✚
|
NJ | 1,026.4 M |
|
Bass and Bell Inc
✚
|
AR | 1,024.9 M |
|
Perryman Financial Advisory Inc
✚
|
TX | 1,024.1 M |
|
Zevin Asset Management LLC
✚
|
MA | 1,020.4 M |