# ALPHA OMEGA WEALTH MANAGEMENT, LLC

ALPHA OMEGA WEALTH MANAGEMENT, LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 149842
- Type: SEC-registered investment adviser
- SEC file number: 801-70136
- Location: 7202 GLEN FOREST DRIVE, SUITE 300, RICHMOND, VA, 23226
- Phone: 804-955-1600
- Latest filing: 2026-03-31
- Regulatory AUM: $1.0B
- Discretionary AUM: $913.4M
- Non-discretionary AUM: $110.6M
- Clients: 9
- Accounts: 1,310

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Leann G Mitchell | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | — |
| Cleighton Lee Hilbert | MANAGING MEMBER; MANAGING PARTNER | — |
| George Everett Bond Reveley | MEMBER; PARTNER | — |
| Charles Clement Teden | PARTNER | — |
| MITCHELL STEPHEN G | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT SERVICES | — |
| FORBES CRAIG THOMAS | CO-PRINCIPAL; PRINCIPAL | — |
| WASHBURN WILLIAM ARTHUR | CO-PRINCIPAL | — |
| FORBES CLAIRE MARIE | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| HILBERT CLEIGHTON LEE | CHIEF STRATEGY OFFICER; MANAGING MEMBER; MANAGING PARTNER | — |
| REVELEY GEORGE EVERETT BOND | MEMBER; PARTNER | — |
| TEDEN CHARLES CLEMENT | PARENT; PARTNER | — |
| RUFF HOLLY MARIE | PARTNER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| STAUNTON | VA | 3 | 804-955-1600 |
| STAUNTON | VA | 3 | 804-955-1600 |
| — | — | 1 | 804-955-1600 |
| — | — | 1 | 804-955-1600 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149842/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149842/similar
- Related entities: https://search.stillhousedata.com/firm/149842/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149842

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.