Almega Wealth Management logo

Almega Wealth Management

Updated today

Client assets under management

$118,526,315

Clients

261

14% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

87

High

Average account size

$454,124

About

Almega Wealth Management primarily serves individual and high-net-worth clients, families, small businesses, retirement plans, and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, retirement-plan consulting, and business services. The firm also provides tax return preparation, tax planning, and IRS representation through its affiliated Almega Tax LLC, which the brochure states will prepare “standard” tax returns complimentary for qualifying Private Wealth and Family Wealth clients.

The firm emphasizes passive asset‑allocation model portfolios built from index mutual funds and ETFs, with investment policy statements, regular monitoring, and opportunistic rebalancing; it uses tools such as Riskalyze and routinely manages accounts on a discretionary basis. Almega also offers customized active strategies when needed (including individual equities, fixed income and options), direct indexing and outsourced trading arrangements with third‑party providers, and a cash management approach that relies primarily on short‑term U.S. Treasury securities.

Compared with many peers, Almega operates from five or more offices while remaining a small advisor, and it is affiliated with an in‑house tax practice (Almega Tax LLC) that creates integrated tax services and occasional complimentary returns for certain clients and family members. The firm additionally publishes newsletters, podcasts and social media content, offers educational seminars and workshops, uses third‑party platforms (e.g., Pontera) to manage held‑away assets and outsourced direct‑indexing, and participates in referral programs such as the Ramsey SmartVestor network.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Tax planning, tax preparation

Expertise

General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Values-based investing

Fee options

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually

Project-based

Business Services hourly rates range from $300 to $1,200 per hour; Non-standard tax returns billed at $300/hour

Other

Account minimum: $250,000 Fee-only: Standard tax return preparation: $600 flat rate; Non-standard tax returns: $300 per hour; Business Services hourly rates $300-$1,200 per hour

Main office location

Almega Wealth Management

8350 E. Raintree Drive, Suite 215

Scottsdale AZ 85260, United States

Number of offices

5

Most active in

Arizona · Florida · Indiana · Kentucky · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bryan W

CFP®, Series 63, Series 66

Scottsdale, AZ

Almega Wealth Management

Bryan Wisda is a CFP® with 22 years of industry experience, currently serving as an advisor at Almega Wealth Management since 2021. His prior roles include positions at Southport Capital and self-employment, as well as seven years with the Maricopa County Sheriff's Office. Outside of financial advising, he owns and manages Zezz Music Limited, a record label producing sleep music for children with ADHD, and serves as a regional board member for the National Association of Personal Financial Advisors. Almega Wealth Management provides advisory services to individual and high-net-worth clients, families, small businesses, charities, and retirement plans. The firm emphasizes passive, asset-class allocation strategies implemented through index mutual funds and ETFs, while also offering customized active management and integrated tax and accounting services through an affiliated entity.

General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
user avatar

Daniel B

Series 65

Raleigh, NC

Almega Wealth Management

Daniel Braddock is a financial advisor at Almega Wealth Management in Raleigh, NC, holding a Series 65 license with three years of industry experience. He has worked at Almega Wealth Management since 2021 and previously spent ten years at United Financial. Outside of his advisory role, he owns and operates Scott Braddock Financial, an insurance agency. Almega Wealth Management serves individual and high-net-worth clients, families, small businesses, charities, and retirement plans, offering a range of advisory services including private wealth management and retirement plan consulting. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by customized active management when needed, and integrates tax and accounting services through an affiliated entity.

General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
user avatar

Colin T

Series 65

Raleigh, NC

Almega Wealth Management

Colin Taylor is a financial advisor at Almega Wealth Management with seven years of industry experience. He holds a Series 65 designation and has previously worked at Guardian Wealth Advisors, Aptus Capital Advisors, and Gordon Asset Management. Outside of his advisory role, he works as a delivery driver. Almega Wealth Management serves individual and high-net-worth clients, families, small businesses, charities, and retirement plans, offering a range of advisory services including private wealth management and retirement plan consulting. The firm employs a primarily passive, asset-class allocation investment approach using index mutual funds and ETFs, with customized active management available when needed.

General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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