ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD #149842 SEC #801-70136 RICHMOND, VA 804-955-1600
SEC Registered
Total AUM
$905.8M
Discretionary
$805.3M
Employees
9
Clients
1
Accounts
1,282
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| HILBERT, CLEIGHTON, LEE | I | MANAGING PARTNER | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| MITCHELL, LEANN, G | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| REVELEY, GEORGE, EVERETT BOND | I | PARTNER | NA | Control |
| RUFF, HOLLY, MARIE | I | PARTNER | NA | |
| RUFF, HOLLY, MARIE | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARENT | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARENT | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARENT | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| TEDEN, CHARLES, CLEMENT | I | PARTNER | NA | |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| AO WEALTH HOLDING COMPANY, LLC | DE | SOLE OWNER | E | Control |
| FORBES, CLAIRE, MARIE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | PRINCIPAL | E | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| FORBES, CRAIG, THOMAS | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| WASHBURN, WILLIAM, ARTHUR | I | CO-PRINCIPAL | D | Control |
| HILBERT, CLEIGHTON, LEE | I | CHIEF STRATEGY OFFICER | A | Control |
| HILBERT, CLEIGHTON, LEE | I | CHIEF STRATEGY OFFICER | A | Control |
| HILBERT, CLEIGHTON, LEE | I | CHIEF STRATEGY OFFICER | A | Control |
| HILBERT, CLEIGHTON, LEE | I | CHIEF STRATEGY OFFICER | A | Control |
| HILBERT, CLEIGHTON, LEE | I | CHIEF STRATEGY OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | D | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | C | Control |
| HILBERT, CLEIGHTON, LEE | I | AO WEALTH HOLDING COMPANY, LLC | C | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | C | Control |
| REVELEY, GEORGE, EVERETT BOND | I | AO WEALTH HOLDING COMPANY, LLC | C | Control |
Registrations
Federal
IA
Nov 6, 2025 REGISTERED
Notice Filings (12)
FL GA LA MD NC NE NH NY OH SC TX VA
Address
7202 GLEN FOREST DRIVESUITE 300
RICHMOND, VA 23226
United States
Phone: 804-955-1600