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
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $341.3M | $341.3M | $0 | 12 | 0 |
| Mar 2024 | $341.3M | $341.3M | $0 | 12 | 0 |
| Nov 2023 | $305M | $305M | $0 | 13 | 0 |
| Oct 2023 | $305M | $305M | $0 | 13 | 0 |
| Mar 2023 | $305M | $305M | $0 | 13 | 0 |
| Dec 2022 | $270.4M | $267.3M | $3.1M | 11 | 0 |
| Mar 2022 | $270.4M | $267.3M | $3.1M | 11 | 0 |
| Jul 2021 | $261.8M | $225.1M | $36.7M | 8 | 0 |
| Feb 2021 | $261.8M | $225.1M | $36.7M | 8 | 0 |
| Sep 2020 | $232.9M | $172.8M | $60.1M | 9 | 0 |
| Jun 2020 | $232.9M | $172.8M | $60.1M | 9 | 0 |
| Mar 2020 | $232.9M | $172.8M | $60.1M | 9 | 0 |
| Mar 2019 | $227.2M | $175.6M | $51.6M | 11 | 0 |
| Oct 2018 | $212.6M | $117.7M | $94.9M | 11 | 0 |
| Mar 2018 | $212.6M | $117.7M | $94.9M | 11 | 0 |
| Mar 2017 | $187.5M | $106.3M | $81.2M | 11 | 200 |
| Mar 2016 | $157.5M | $69.2M | $88.3M | 11 | 200 |
| Mar 2015 | $152.4M | $77.3M | $75.1M | 11 | 200 |
| Apr 2014 | $129.3M | $68M | $61.3M | 10 | 150 |
| Jul 2013 | $131M | $55.4M | $75.6M | 5 | 150 |
| Jul 2013 | $131M | $55.4M | $75.6M | 5 | 150 |
| May 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Mar 2013 | $0 | $0 | $0 | 5 | 0 |
| Mar 2013 | $0 | $0 | $0 | 5 | 0 |
DateMay 2024
Total AUM$341.3M
Discretionary$341.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$341.3M
Discretionary$341.3M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$270.4M
Discretionary$267.3M
Non-Disc.$3.1M
Employees11
Clients0
DateMar 2022
Total AUM$270.4M
Discretionary$267.3M
Non-Disc.$3.1M
Employees11
Clients0
DateJul 2021
Total AUM$261.8M
Discretionary$225.1M
Non-Disc.$36.7M
Employees8
Clients0
DateFeb 2021
Total AUM$261.8M
Discretionary$225.1M
Non-Disc.$36.7M
Employees8
Clients0
DateSep 2020
Total AUM$232.9M
Discretionary$172.8M
Non-Disc.$60.1M
Employees9
Clients0
DateJun 2020
Total AUM$232.9M
Discretionary$172.8M
Non-Disc.$60.1M
Employees9
Clients0
DateMar 2020
Total AUM$232.9M
Discretionary$172.8M
Non-Disc.$60.1M
Employees9
Clients0
DateMar 2019
Total AUM$227.2M
Discretionary$175.6M
Non-Disc.$51.6M
Employees11
Clients0
DateOct 2018
Total AUM$212.6M
Discretionary$117.7M
Non-Disc.$94.9M
Employees11
Clients0
DateMar 2018
Total AUM$212.6M
Discretionary$117.7M
Non-Disc.$94.9M
Employees11
Clients0
DateMar 2017
Total AUM$187.5M
Discretionary$106.3M
Non-Disc.$81.2M
Employees11
Clients200
DateMar 2016
Total AUM$157.5M
Discretionary$69.2M
Non-Disc.$88.3M
Employees11
Clients200
DateMar 2015
Total AUM$152.4M
Discretionary$77.3M
Non-Disc.$75.1M
Employees11
Clients200
DateApr 2014
Total AUM$129.3M
Discretionary$68M
Non-Disc.$61.3M
Employees10
Clients150
DateJul 2013
Total AUM$131M
Discretionary$55.4M
Non-Disc.$75.6M
Employees5
Clients150
DateJul 2013
Total AUM$131M
Discretionary$55.4M
Non-Disc.$75.6M
Employees5
Clients150
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0