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Alpha Omega Wealth Management, LLC CRD 149842
$1.02B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7202 Glen Forest Drive Suite 300, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-13 |
| VA | RA | APPROVED | 2021-04-15 |
Branch Locations
7202 Glen Forest Drive Suite 300, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Virginia | Charlottesville | VA | 08/2011 | 12/2017 |
| Thriving Cities Group | Richmond | VA | 11/2016 | 12/2018 |
| Union Presbyterian Seminary & Randolph Macon College | Richmond | VA | 01/2019 | 04/2019 |
| Virginia Center For Inclusive Communities | Richmond | VA | 09/2019 | 02/2021 |
| Rva Rapid Transit | Richmond | VA | 08/2020 | 12/2021 |
| Alpha Omega Investment Advisors | Richmond | VA | 10/2020 | Present |
| Unemployed | Richmond | VA | 05/2019 | 08/2019 |
Union Presbyterian Seminary; not investment-related; 3401 Brook Rd, Richmond, VA 23227; education; Adjunct Assistant Professor of Theological Ethics; started 09/2022; approximately 35 hours per month, 0 hours during securities trading hours; teaching an asynchronous online course; -Urban Hope (Board Member) 501c3; Address: PO Box 23171 Richmond, VA 23223; Board Member since: Jan 2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-15 |
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