A
$20.2M Total AUM
$20.2M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Legacy oakAtlas crest +more
- Established Date
- 01-20-2022
- Office Locations
- 1
Office Locations
-- Lincoln NE
About Alphaomega Wealth Management, LLC
AlphaOmega Wealth Management is an independent, fee-only RIA in Lincoln, NE focused on helping clients age 50+ minimize taxes and maximize retirement. Led by CFP® professional John Dannenbring, the firm delivers financial and tax planning plus ongoing portfolio management grounded in time-tested research, diversification, and disciplined decision-making (not fads). Custodies through Altruist.
Team overview
-- AVG AGE
$20.2M AVG AUM / ADVISOR
$748.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Frontier Beacon
Custodian
Peak momentum Vector optima Insight pathway Matrix
Investment Themes
Summit summit Capital radial
Investment Vehicles
Ember
Services
Vital Pathway Element Eagle zenith Ridge North Radial
Technology
Vector value Foundation Vertex
Owner & Executives
John William Dannenbring
Chief Compliance Officer, FOUNDER
- CRD
- #6715924
- Ownership
- 75% or more
(981) 235-4089
unison.optima@vertexcapital.com
in linkedin.com/in/alpha-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,215,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,215,373 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,215,373
Public Funds:
30.2% Cash:
69.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $698,805,945 | 30.2% |
| Cash | $1,615,121,026 | 69.8% |
| Total | $2,313,926,971 | 100.0% |