AlphaOmega Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,215,373
Total clients
26
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$777,514
About
AlphaOmega Wealth Management is a state-registered independent advisory firm that serves individuals (including high-net-worth clients), corporations, and employer plan sponsors with investment management and both ongoing and project-based financial planning services. As of the most recent filing the firm reported roughly $20.2 million in discretionary assets under management and a small client base of 26 relationships.
The firm provides continuous, discretionary portfolio supervision tailored to each client’s stated objectives and risk tolerance, developing written investment policies and asset-allocation targets for individual accounts. Its investment process combines passive and active approaches and may use fundamental, technical, and charting analysis; accounts are reviewed regularly and clients may impose reasonable, written restrictions on investments.
Notably, the firm also provides employee benefit plan services to employer plan sponsors—assisting with plan monitoring, investment option selection, and participant education—a service offered by only a minority of comparable independent advisers. The firm’s principal maintains a CFP® designation and an academic role teaching personal finance, and the practice operates with a modest client roster and a negotiable household minimum, reflecting a boutique, advisory-focused model rather than a larger institutional platform.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Educators, Teachers, and Academics
Fee options
$0 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.40% $100,000,001+: 0.30%
Account minimum: $500,000 Fee-only: Ongoing Financial Planning fees from $150 to $2,000 per month, negotiable; Project-Based Financial Planning fees from $500 to $10,000, negotiable
Main office location
AlphaOmega Wealth Management, LLC
Lincoln NE, United States
Number of offices
1
Most active in
AlphaOmega Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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