Alpha Omega Wealth Management
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
7202 Glen Forest Dr Ste 300, Richmond, V...Phone Number
(804) 955-1600Website
www.aowealth.comRevenue
$8.5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
2
1
1
1
About Alpha Omega Wealth Management
Alpha Omega Wealth Management is an independent, fee-only wealth management firm based in the United States. The firm focuses on helping individuals, families, and non-profit institutions prepare thoughtfully, invest wisely, and give generously. They emphasize building long-term professional relationships based on trust and effective communication. Their services include personalized wealth management strategies and resources for both individuals and institutions.Explore more
Alpha Omega Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Alpha Omega Wealth Manage...
$8.5M
11-50
Private
-
2009
LM
LeAnn MitchellChief Compliance Officer & Client Services Co-Founder & Director
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Alpha Omega Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Alpha Omega Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alpha Omega Wealth Management.
Alpha Omega Wealth Management Tech Stack
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Alpha Omega Wealth Management is an independent, fee-only wealth management firm based in the United States. The firm focuses on helping individuals, families, and non-profit institutions prepare thoughtfully, invest wisely, and give generously. They emphasize building long-term professional relationships based on trust and effective communication.... Read More
