Alpha Omega Wealth Management is an investment advisor in Richmond with $995.02 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
264404477
SEC advisor number
801-70136
FINRA CRD number
149842
AUM ?
$995.23 mm
(as of 14 Mar 24)
Accounts
1,282
(as of 14 Mar 24)
Employees
10
(10 investment advisory or research)
Address
Alpha Omega Wealth Management
7202 GLEN FOREST DRIVE
SUITE 300
RICHMOND
VA 23226
7202 GLEN FOREST DRIVE
SUITE 300
RICHMOND
VA 23226
Phone
8049551600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22