Alpha Omega Wealth Management, LLC

Alpha Omega Wealth Management, LLC (CRD# 149842) is a financial advisory firm headquartered in Richmond, VA. They manage $995,225,765 in 1,282 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    995
    MILLION
  • Total Number of Accounts
    1,282
    ACCOUNTS
  • Average Account Value
    $776,307
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MD, NC, NH, NY, SC, TX, VA

Financial Advisors at Alpha Omega Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Eric S. Fitzgerald
CRD#: 5755529
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Eric Fitzgerald (CRD# 5755529) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 11 years of experience in the finance industry.

2
Cleighton L. Hilbert
CRD#: 2795473
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Cleighton Hilbert (CRD# 2795473) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 27 years of experience in the finance industry.

3
Carl G. Lind
CRD#: 2825868
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Carl Lind (CRD# 2825868) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 27 years of experience in the finance industry.

4
Christopher L. Milligan
CRD#: 5965805
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Christopher Milligan (CRD# 5965805) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 12 years of experience in the finance industry.

5
Leann G. Mitchell
CRD#: 2697639
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Leann Mitchell (CRD# 2697639) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 27 years of experience in the finance industry.

6
George E. Reveley
CRD#: 2772773
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

George Reveley (CRD# 2772773) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 12 years of experience in the finance industry.

7
Holly M. Ruff
CRD#: 4007860
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Holly Ruff (CRD# 4007860) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 24 years of experience in the finance industry.

8
Charles C. Teden
CRD#: 5502158
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Charles Teden (CRD# 5502158) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 7 years of experience in the finance industry.

9
Nelson M. Reveley
CRD#: 7325864
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226

Nelson Reveley (CRD# 7325864) is an Investment Advisor Representative working at Alpha Omega Wealth Management, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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