Almega Wealth Management
Almega Wealth Management (CRD# 316840) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $59,092,324 in 450 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management59MILLION
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Total Number of Accounts450ACCOUNTS
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Average Account Value$131,316
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, FL, KY, NC, TX, VA
Daniel Braddock (CRD# 7188388) is an Investment Advisor Representative working at Almega Wealth Management in Scottsdale, AZ and has over 2 years of experience in the finance industry.
David Fang (CRD# 7867243) is an Investment Advisor Representative working at Almega Wealth Management in Phoenix, AZ and has 1 year of experience in the finance industry.
Bryan Wisda (CRD# 4347213) is an Investment Advisor Representative working at Almega Wealth Management, a fee-only Registered Investment Advisor in Scottsdale, AZ and has over 20 years of experience in the finance industry. Bryan Wisda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.