Alpha Omega Wealth Management LLC
Legal Name: ALPHA OMEGA WEALTH MANAGEMENT, LLC
Full Contact Details
Alpha Omega Wealth Management LLC
7202 GLEN FOREST DRIVE, SUITE 300, RICHMOND, VA
804-955-1600
804-955-1616
Other Info
Alpha Omega Wealth Management, LLC is a successful Virginia-based limited liability company, with ten employees working in advisory roles. They have a proven track record of serving a select group of clients effectively, as evidenced by their status as an SEC-approved firm since April 2009.
Wealth Management | Alpha Omega Wealth Management | United States
We are an independent, fee-only wealth management firm that exists to help you to prepare thoughtfully, invest wisely and give generously.
Direct Owners
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CLEIGHTON LEE HILBERT
CHIEF STRATEGY OFFICER owns more than 5% but less than 10%
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CRAIG THOMAS FORBES
PRINCIPAL owns 75% or more
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LEANN G MITCHELL
CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES owns less than 5%