Alpha Omega Wealth Management, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $913M
- Clients
- 490
- Avg AUM / client
- $2.1M
- Accounts
- 1,310
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 267 | $113M | 11.1% |
| High net worth individuals | 206 | $879M | 85.9% |
| Charitable organizations | 13 | $19.8M | 1.93% |
| Corporations and other businesses | 4 | $11.7M | 1.14% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leann G Mitchell | Chief Compliance Officer / Director Of Client Services | May 2009 (17y) | Less than 5% | |
| Holly Marie Ruff | Partner | CFA | Nov 2016 (10y) | Less than 5% |
| Cleighton Lee Hilbert | Managing Member | Feb 2018 (8y) | ≈ 18.75% – 50% via Ao Wealth Holding Company, Llc | |
| Charles Clement Teden | Partner | Apr 2018 (8y) | Less than 5% | |
| George Everett Bond Reveley | Partner | CFP | Apr 2018 (8y) | ≈ 18.75% – 50% via Ao Wealth Holding Company, Llc |
| Carl Garrett Lind | Registered representative | CFP | Nov 2016 (10y) | |
| Eric S Fitzgerald | Registered representative | CFP | Feb 2018 (8y) | |
| William Martin Noftsinger | Registered representative | Jun 2019 (7y) | ||
| Nelson Martin Eason Bonney Reveley | Registered representative | Apr 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ao Wealth Holding Company, Llc | Sole Owner | Dec 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cleighton Lee Hilbert: 25% – 50% of Ao Wealth Holding Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- George Everett Bond Reveley: 25% – 50% of Ao Wealth Holding Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗