ALPHA OMEGA GROUP, INC.
Legal name: AOG WEALTH MANAGEMENT
CRD #159026 SEC #801-77736 RESTON, VA 703-757-8020
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| KLENK, KAREN, ANN | I | SECRETARY/TREASURER | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| ORTLIP, JAMES, THOMAS | I | VICE PRESIDENT | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | NA | |
| WHITLOCK, MICHELLE, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WHITLOCK, MICHELLE, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOON, JOSEPH, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOON, JOSEPH, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOON, JOSEPH, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| FREDERICK PETER BAERENZ REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| THE BAERENZ FAMILY TRUST DATED 2/25/2021 | DE | SHAREHOLDER | E | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, FREDERICK, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| BAERENZ, SHEILA, C | I | VICE PRESIDENT | D | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| ORTLIP, JAMES, THOMAS | I | CIO | A | Control |
| SWEAT, DAVID, SCOTT | I | SHAREHOLDER | A | |
| SWEAT, DAVID, SCOTT | I | SHAREHOLDER | A | |
| SWEAT, DAVID, SCOTT | I | SHAREHOLDER | A | |
| SWEAT, DAVID, SCOTT | I | SHAREHOLDER | A | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | A | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | A | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | A | |
| WHITLOCK, MICHELLE, LAUREN | I | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | FREDERICK PETER BAERENZ REVOCABLE TRUST | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
| BAERENZ, FREDERICK, PETER | I | THE BAERENZ FAMILY TRUST DATED 2/25/2021 | F | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (11)
CA DC FL IL IN LA MD NC PA TX VA
Address
11911 FREEDOM DRIVESUITE 730
RESTON, VA 20190
United States
Phone: 703-757-8020