A
$20.2M Total AUM
$20.2M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
Request access to benchmark trends tied to timber.
Unlock to compare peer behavior around capital foundation.
Unlock to see real insight on horizon matrix.
Unlock to see real insight on oak ridge.
See the complete signal summary connected to north eagle.
Upgrade to reveal position-level detail across fusion quantum.
Open the full profile to inspect shifts in momentum bridge.
Unlock to compare peer behavior around ridge vital.
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 Meridian vital
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |