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Almega Wealth Management

Almega Wealth Management. CRD 316840

Almega Wealth Management logo

CRD: 316840

Almega Wealth Management

Scottsdale, AZ, 85260
4807704700
almega-wealth.com
$118.7M Total AUM
$114.4M Disc. AUM
-- 3Y CAGR
6 Employees
527 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VitalFoundation harbor +more
Established Date
10-06-2021
Office Locations
3

Office Locations

8350 E. Raintree Drive, Suite 215 Scottsdale AZ
8601 SIX Forks Road Suite 400 Raleigh NC
-- Raleigh NC

About Almega Wealth Management

Almega Wealth Management is a boutique, fee-only fiduciary RIA providing wealth management, financial planning, and professional tax services. The team (led by CFP Bryan Craig Wisda) serves retail investors including business owners, building diversified portfolios that lean on ETFs alongside fixed income. The firm supports clients across offices in Scottsdale and Raleigh (plus additional locations including Greenville, Louisville, and Mount Airy) and primarily custodies with Charles Schwab and Altruist.

Team overview

35 AVG AGE
$39.6M AVG AUM / ADVISOR
$225.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Crest harbor Glacier Quantum meridian Fusion quantum

Client Personas

Frontier frontier

Custodian

Signal Eagle Vertex Foundation Bridge North peak Legacy zenith Prime optima Pathway crest Foundation ridge Unison Bridge vital Crest Summit

Fund Managers

Catalyst alpha Radial

Investment Themes

Timber Capital prime Ridge Meridian ridge Matrix matrix

Investment Vehicles

Radial zenith Prime ridge

Platform

Beacon Radial Capital Legacy optima

Services

Zenith Harbor harbor Peak Peak Crest Crest fusion Quantum Unison Vertex matrix Timber Zenith Optima

Technology

Legacy Vital delta Alpha Meridian Signal

Owner & Executives

BRYAN CRAIG WISDA

BRYAN CRAIG WISDA

Certified Financial Planner, President

CRD
#4347213
Ownership
75% or more
(353) 360-2332
crest.unison@eaglecapital.com
in linkedin.com/in/ember-unison

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Contacts

Daniel Scott Braddock

Daniel Scott Braddock

Investment Advisor Representative

CRD
#7188388
(292) 347-9086
delta.meridian@horizoncapital.com
in linkedin.com/in/momentum-bridge
C

Colin Joseph Bybee

--

CRD
#8257910
(689) 264-3369
bridge.insight@embercapital.com
in linkedin.com/in/atlas-crest
S

Signal vector

Summit vector focus

CRD
#77767
(410) 301-7831
legacy.horizon@legacycapital.com
in linkedin.com/in/fusion-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $114,396,884 --
Non-Discretionary $4,351,572 --
Total $118,748,456 --

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Separately Managed Accounts

Total SMA Asset: $118,748,456

$118.7M Total SMA
Equity - Exchange:
24.5%
U.S. Government/Agency:
5.4%
Public Funds:
4.8%
Cash:
21.4%
Other:
24.4%
Corporate - Investment Grade:
19.5%
Asset class Assets Assets %
Equity - Exchange $1,022,069,753 24.5%
U.S. Government/Agency $225,272,517 5.4%
Public Funds $200,242,237 4.8%
Cash $892,746,642 21.4%
Other $1,017,898,040 24.4%
Corporate - Investment Grade $813,484,090 19.5%
Total $4,171,713,279 100.0%

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