ALPHA OMEGA WEALTH MANAGEMENT, LLC

CRD 149842File 801-70136

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.02B

Above cohort median (national)

Discretionary AUM

$913.4M

Non-discretionary $110.6M

Clients

490

1,310 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 21, 2009
Principal office: 7202 GLEN FOREST DRIVE, SUITE 300, RICHMOND, VA, 23226
Phone: 804-955-1600
Website: https://www.linkedin.com/in/everett-reveley-9aa9aa1/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.02B
Discretionary AUM: $913.4M
Non-discretionary AUM: $110.6M
Discretionary accounts: 1,213
Non-discretionary accounts: 97
Total accounts: 1,310
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$11.7M
Charitable organizations	13	$19.8M
High net worth individuals	206	$879.3M
Individuals (other than high net worth individuals)	267	$113.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.