RIA Intel›Advisers›Nebraska›ALPHAOMEGA WEALTH MANAGEMENT, LLC

ALPHAOMEGA WEALTH MANAGEMENT, LLC

Advisory

NE

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$206K

across 98 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

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WEALTHMARK, INC.

$18M

SCHWENDIMAN PARTNERS

$16M

FYVIE FINANCIAL LLC

$16M

ENVISION INVESTMENT ADVISORS, LLC

$26M

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