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Almega Wealth Management

Headquartered in SCOTTSDALE, AZ

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Firm Information

Almega Wealth Management is an independent wealth management firm dedicated to providing personalized financial planning and investment management services to individuals and families. With over $59 million in assets under management, we are committed to helping our clients achieve their financial goals through a comprehensive and customized approach. Our team of experienced professionals offers a range of services including financial planning, portfolio management, and educational seminars. We strive to build long-lasting relationships with our clients, ensuring their financial security and peace of mind.

Almega Wealth Management

$59.09M

Assets Under Management

180

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminars

Branch Locations (4)

ALMEGA WEALTH MANAGEMENT has a total of 4 branch locations across the country.
location

Greenville, KY

location

SCOTTSDALE, AZ

location

Raleigh, NC

location

Mount Airy, NC

Advisors at Almega Wealth Management

View All 3 Advisors
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Colin Frank Taylor

RA

SCOTTSDALE, AZ

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Daniel Scott Braddock

RA

SCOTTSDALE, AZ

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Bryan Craig Wisda

CFP®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Almega Wealth Management.

Frequently Asked Questions (7)

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