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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $905.8M | $805.3M | $100.6M | 9 | 10 |
| Mar 2025 | $905.8M | $805.3M | $100.6M | 9 | 10 |
| Mar 2025 | $905.8M | $805.3M | $100.6M | 9 | 10 |
| Mar 2024 | $995.2M | $910.7M | $84.6M | 10 | 7 |
| Mar 2024 | $995.2M | $910.7M | $84.6M | 10 | 7 |
| Mar 2023 | $904M | $813.2M | $90.9M | 11 | 0 |
| Mar 2023 | $904M | $813.2M | $90.9M | 11 | 0 |
| Nov 2022 | $995M | $899.7M | $95.3M | 11 | 10 |
| Sep 2022 | $995M | $899.7M | $95.3M | 11 | 10 |
| Mar 2022 | $995M | $899.7M | $95.3M | 11 | 10 |
| Feb 2022 | $995M | $899.7M | $95.3M | 11 | 10 |
| Oct 2021 | $1.2B | $834.4M | $341.3M | 11 | 12 |
| Apr 2021 | $1.2B | $834.4M | $341.3M | 11 | 12 |
| Apr 2021 | $1.1B | $835.2M | $281.2M | 11 | 12 |
| Mar 2021 | $1.1B | $835.2M | $281.2M | 11 | 12 |
| Feb 2021 | $965.8M | $881.4M | $84.4M | 11 | 12 |
| Jun 2020 | $965.8M | $881.4M | $84.4M | 11 | 12 |
| Mar 2020 | $965.8M | $881.4M | $84.4M | 11 | 12 |
| Nov 2019 | $416.3M | $356.7M | $59.6M | 11 | 5 |
| Sep 2019 | $416.3M | $356.7M | $59.6M | 11 | 5 |
| Aug 2019 | $416.3M | $356.7M | $59.6M | 11 | 5 |
| Mar 2019 | $416.3M | $356.7M | $59.6M | 11 | 5 |
| Mar 2018 | $415.4M | $354.7M | $60.7M | 10 | 5 |
| Sep 2017 | $353.6M | $302.1M | $51.5M | 8 | 300 |
| Mar 2017 | $353.6M | $302.1M | $51.5M | 8 | 300 |
| Nov 2016 | $243.5M | $165.8M | $77.8M | 8 | 200 |
| Mar 2016 | $243.5M | $165.8M | $77.8M | 5 | 200 |
| Mar 2015 | $248M | $133.2M | $114.8M | 6 | 100 |
| Oct 2014 | $220.4M | $143.8M | $76.6M | 6 | 100 |
| Mar 2014 | $220.4M | $143.8M | $76.6M | 6 | 100 |
| Feb 2014 | $220.4M | $143.8M | $76.6M | 6 | 100 |
| Sep 2013 | $181.3M | $117.9M | $63.4M | 5 | 100 |
| Feb 2013 | $181.3M | $117.9M | $63.4M | 5 | 100 |
| May 2012 | $164.8M | $108.7M | $56.1M | 1 | 144 |
| Apr 2012 | $164.8M | $108.7M | $56.1M | 1 | 144 |
| Feb 2012 | $164.8M | $108.7M | $56.1M | 1 | 144 |
| Oct 2010 | $117.3M | $62.3M | $55M | 5 | -- |
| Jan 2010 | $117.3M | $62.3M | $55M | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$905.8M
Discretionary$805.3M
Non-Disc.$100.6M
Employees9
Clients10
DateMar 2025
Total AUM$905.8M
Discretionary$805.3M
Non-Disc.$100.6M
Employees9
Clients10
DateMar 2025
Total AUM$905.8M
Discretionary$805.3M
Non-Disc.$100.6M
Employees9
Clients10
DateMar 2024
Total AUM$995.2M
Discretionary$910.7M
Non-Disc.$84.6M
Employees10
Clients7
DateMar 2024
Total AUM$995.2M
Discretionary$910.7M
Non-Disc.$84.6M
Employees10
Clients7
DateMar 2023
Total AUM$904M
Discretionary$813.2M
Non-Disc.$90.9M
Employees11
Clients0
DateMar 2023
Total AUM$904M
Discretionary$813.2M
Non-Disc.$90.9M
Employees11
Clients0
DateNov 2022
Total AUM$995M
Discretionary$899.7M
Non-Disc.$95.3M
Employees11
Clients10
DateSep 2022
Total AUM$995M
Discretionary$899.7M
Non-Disc.$95.3M
Employees11
Clients10
DateMar 2022
Total AUM$995M
Discretionary$899.7M
Non-Disc.$95.3M
Employees11
Clients10
DateFeb 2022
Total AUM$995M
Discretionary$899.7M
Non-Disc.$95.3M
Employees11
Clients10
DateOct 2021
Total AUM$1.2B
Discretionary$834.4M
Non-Disc.$341.3M
Employees11
Clients12
DateApr 2021
Total AUM$1.2B
Discretionary$834.4M
Non-Disc.$341.3M
Employees11
Clients12
DateApr 2021
Total AUM$1.1B
Discretionary$835.2M
Non-Disc.$281.2M
Employees11
Clients12
DateMar 2021
Total AUM$1.1B
Discretionary$835.2M
Non-Disc.$281.2M
Employees11
Clients12
DateFeb 2021
Total AUM$965.8M
Discretionary$881.4M
Non-Disc.$84.4M
Employees11
Clients12
DateJun 2020
Total AUM$965.8M
Discretionary$881.4M
Non-Disc.$84.4M
Employees11
Clients12
DateMar 2020
Total AUM$965.8M
Discretionary$881.4M
Non-Disc.$84.4M
Employees11
Clients12
DateNov 2019
Total AUM$416.3M
Discretionary$356.7M
Non-Disc.$59.6M
Employees11
Clients5
DateSep 2019
Total AUM$416.3M
Discretionary$356.7M
Non-Disc.$59.6M
Employees11
Clients5
DateAug 2019
Total AUM$416.3M
Discretionary$356.7M
Non-Disc.$59.6M
Employees11
Clients5
DateMar 2019
Total AUM$416.3M
Discretionary$356.7M
Non-Disc.$59.6M
Employees11
Clients5
DateMar 2018
Total AUM$415.4M
Discretionary$354.7M
Non-Disc.$60.7M
Employees10
Clients5
DateSep 2017
Total AUM$353.6M
Discretionary$302.1M
Non-Disc.$51.5M
Employees8
Clients300
DateMar 2017
Total AUM$353.6M
Discretionary$302.1M
Non-Disc.$51.5M
Employees8
Clients300
DateNov 2016
Total AUM$243.5M
Discretionary$165.8M
Non-Disc.$77.8M
Employees8
Clients200
DateMar 2016
Total AUM$243.5M
Discretionary$165.8M
Non-Disc.$77.8M
Employees5
Clients200
DateMar 2015
Total AUM$248M
Discretionary$133.2M
Non-Disc.$114.8M
Employees6
Clients100
DateOct 2014
Total AUM$220.4M
Discretionary$143.8M
Non-Disc.$76.6M
Employees6
Clients100
DateMar 2014
Total AUM$220.4M
Discretionary$143.8M
Non-Disc.$76.6M
Employees6
Clients100
DateFeb 2014
Total AUM$220.4M
Discretionary$143.8M
Non-Disc.$76.6M
Employees6
Clients100
DateSep 2013
Total AUM$181.3M
Discretionary$117.9M
Non-Disc.$63.4M
Employees5
Clients100
DateFeb 2013
Total AUM$181.3M
Discretionary$117.9M
Non-Disc.$63.4M
Employees5
Clients100
DateMay 2012
Total AUM$164.8M
Discretionary$108.7M
Non-Disc.$56.1M
Employees1
Clients144
DateApr 2012
Total AUM$164.8M
Discretionary$108.7M
Non-Disc.$56.1M
Employees1
Clients144
DateFeb 2012
Total AUM$164.8M
Discretionary$108.7M
Non-Disc.$56.1M
Employees1
Clients144
DateOct 2010
Total AUM$117.3M
Discretionary$62.3M
Non-Disc.$55M
Employees5
Clients--
DateJan 2010
Total AUM$117.3M
Discretionary$62.3M
Non-Disc.$55M
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--