Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC is an SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2011 and employs approximately 9-10 professionals. Alpha Omega specializes in advisory services for individuals (including high net worth clients) and charitable organizations, managing nearly $1 billion in assets across over 1,200 accounts. Their team delivers personalized investment and wealth management strategies designed for private clients, with no registered broker activity at the firm. They primarily serve U.S.-based clients.
Investment Strategy
Alpha Omega Wealth Management LLC provides discretionary and non-discretionary portfolio management services mainly to individual investors and charitable organizations. Their investment approach utilizes diversified equity and fixed-income portfolios, with significant positions in major blue-chip stocks such as Microsoft, Apple, Chevron, and ETFs. The firm tailors its strategies to meet individual client goals, balancing risk tolerance with long-term capital appreciation, and does not operate or recommend pooled investment vehicles or funds. They emphasize direct ownership of public securities and a disciplined, client-centric asset allocation process.
Top Holdings
Equity Positions (202)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 6.77% | $40.7M | 801,865 | $50.48 | $50.73 | +$1.9M |
M MSFT | MICROSOFT CORP | 4.57% | $27.5M | 53,012 | $86.81 | $517.95 | +$818.9K |
V VUSB | VANGUARD BD INDEX FDS | 3.72% | $22.4M | 447,448 | $49.92 | $50.00 | +$8.1M |
A AAPL | APPLE INC | 3.07% | $18.5M | 72,503 | $34.78 | $254.63 | +$3.3M |
G GSST | GOLDMAN SACHS ETF TR | 2.22% | $13.3M | 262,792 | $50.06 | $50.70 | +$1.6M |