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ALMEGA WEALTH MANAGEMENT
Legal name: ALMEGA WEALTH MANAGEMENT LLC
CRD 316840File 801-136105
APPROVED
Retail clients
Disclosure events
Filing as of Aug 19, 2026
Feed vintage Sep 8, 2026
Regulatory AUM
$134.3M
Bottom 25% of cohort (national)
Discretionary AUM
$129.8M
Non-discretionary $4.5M
Clients
246
767 accounts
Employees
7
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 2, 2026
- Principal office
- 8350 E. RAINTREE DRIVE, SUITE 215, SCOTTSDALE, AZ, 85260
- Phone
- 480-770-4700
- Website
- https://almega-wealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $134.3M
- Discretionary AUM
- $129.8M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 762
- Non-discretionary accounts
- 5
- Total accounts
- 767
- AUM per client
- $546K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $82.0M |
| Pension and profit sharing plans | Fewer than 5 | $222K |
| Individuals (other than high net worth individuals) | 189 | $52.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — EDUCATIONAL SEMINARS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11D2
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALMEGA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALMEGA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.