Overview
Assets Under Management: $119 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 36
Average Client Assets: $1.5 million
Frequently Asked Questions
ALMEGA WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316840), ALMEGA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ALMEGA WEALTH MANAGEMENT is headquartered in SCOTTSDALE, AZ.
ALMEGA WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated April 27, 2026. View client details ↓
According to their SEC Form ADV, ALMEGA WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
ALMEGA WEALTH MANAGEMENT manages $119 million in client assets according to their SEC filing dated April 27, 2026.
According to their SEC Form ADV, ALMEGA WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.87%
Average Client Assets: $1.5 million
Total Client Accounts: 767
Discretionary Accounts: 761
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 316840
Filing ID: 2099318
Last Filing Date: 2026-04-27 14:46:52