$1.0B Total AUM
$913.4M Disc. AUM
4.2% 3Y CAGR
9 Employees
490 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- VertexValue timber +more
- Established Date
- 04-21-2009
- Office Locations
- 2
Office Locations
2815 North Augusta Street Suite A Staunton VA
7202 Glen Forest Drive Suite 300 Richmond VA
About Alpha Omega Wealth Management, LLC
Alpha Omega Wealth Management is an independent, fee-only wealth management firm in Virginia providing ongoing investment management and financial planning, including tax and estate planning and portfolio construction. The firm’s managed assets skew heavily to ETFs and other public funds, and it custodies through Charles Schwab. Serves both retail and institutional relationships.
Team overview
46 AVG AGE
$113.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.1 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Optima Alpha oak Timber glacier Quantum matrix Capital Atlas Unison
CRM
Peak signal
Custodian
Bridge wave Harbor signal Vector Alpha Catalyst vertex Momentum Vector zenith Harbor
Investment Themes
Harbor alpha Vertex ember Quantum Vertex unison Matrix matrix Radial element Beacon Element value
Investment Vehicles
Foundation focus Crest horizon
Platform
Crest eagle Unison peak
Services
Signal Radial Focus Alpha crest Signal atlas Glacier peak Oak Vital
Technology
Alpha Signal Vertex oak Atlas unison Horizon legacy
Owner & Executives
CLEIGHTON LEE HILBERT JR
Managing Partner
- CRD
- #2795473
- Ownership
- Less than 5%
(766) 501-5818
unison.glacier@fusioncapital.com
in linkedin.com/in/insight-harbor
L
LEANN G MITCHELL
Chief Compliance Officer, DIRECTOR OF CLIENT SERVICES
- CRD
- #2697639
- Ownership
- Less than 5%
(261) 560-4391
value.north@foundationcapital.com
in linkedin.com/in/atlas-unison
B
Bridge value
Element ember
- CRD
- #16707
- Ownership
- 9.1%
(730) 442-4309
insight.ember@catalystcapital.com
in linkedin.com/in/quantum-frontier
Showing 2 of 4 owners & executives
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E
ERIC S FITZGERALD
Financial Advisor
- CRD
- #5755529
(874) 739-5872
peak.optima@optimacapital.com
in linkedin.com/in/vector-peak
C
CARL GARRETT LIND
Certified Financial Planner
- CRD
- #2825868
(701) 402-8574
pathway.bridge@wavecapital.com
in linkedin.com/in/timber-element
F
Foundation insight
Vector fusion wave
- CRD
- #91173
(628) 308-8785
vertex.wave@frontiercapital.com
in linkedin.com/in/delta-alpha
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $913,362,572 | $752,978 |
| Non-Discretionary | $110,592,604 | $1,140,130 |
| Total | $1,023,955,176 | $781,645 |
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Separately Managed Accounts
Total SMA Asset: $1,023,955,176
Equity - Exchange:
21.7% Public Funds:
12.8% Cash:
26.1% U.S. Government/Agency:
6.5% Private Funds:
17.5% Corporate - Investment Grade:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $949,241,292 | 21.7% |
| Public Funds | $559,921,131 | 12.8% |
| Cash | $1,141,714,181 | 26.1% |
| U.S. Government/Agency | $284,334,949 | 6.5% |
| Private Funds | $765,517,171 | 17.5% |
| Corporate - Investment Grade | $673,655,112 | 15.4% |
| Total | $4,374,383,836 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT HORIZON ZENITH | CREST SUMMIT | Q004I6GZL | NUB | 2.55% | $76,783,814 |
| RIDGE RIDGE FOCUS | BRIDGE BEACON | 0KRMNT5T1 | LZB | 6.10% | $11,434,227 |
| UNISON ATLAS | HORIZON ALPHA | NQBPTSI1A | WBEA | 10.08% | $110,650,001 |
| PRIME SUMMIT GLACIER | MATRIX FOCUS | 40ZLPHBXY | NOJ | 7.54% | $73,460,758 |
| CAPITAL ATLAS FOCUS | OPTIMA FUSION | GH9FT25N7 | XLMX | 0.74% | $79,868,506 |
| LEGACY OPTIMA ALPHA | VECTOR ELEMENT | BAKCSDSAH | ZAYXA | 6.32% | $89,111,069 |
| GLACIER PATHWAY CAPITAL | SUMMIT RIDGE | YCKSSG6E1 | SEVO | 10.26% | $13,349,066 |
| NORTH FOUNDATION NORTH | FUSION VALUE | GEENQF9KS | CDZ | 5.15% | $117,375,622 |