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Cleighton Lee Hilbert

Alpha Omega Wealth Management, LLC

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About Cleighton Lee Hilbert

Cleighton Hilbert is an investment advisor representative with Alpha Omega Wealth Management, LLC. Cleighton has been in the industry since 1996 and has experience with Davenport & Company LLC. Cleighton is registered in Virginia and Texas. Alpha Omega Wealth Management, LLC, specializes in providing financial planning services and portfolio management for individuals and businesses. The firm also offers investment advisory services and selection of other advisors.

Firm Information

Cleighton Hilbert is currently registered with Alpha Omega Wealth Management, LLC. Alpha Omega Wealth Management, LLC is a Registered Investment Advisor based in Richmond, Virginia. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. They manage approximately $995 million in assets and serve a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and individuals.
Alpha Omega Wealth Management, LLC

7202 GLEN FOREST DRIVE

RICHMOND, VA 23226

$995.23M

Assets Under Management

7

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Cleighton Hilbert’s Registration & Firm History

VA

02/08/2018 - Present

Alpha Omega Wealth Management, LLC (RICHMOND VA)

VA

02/28/1997 - 02/14/2018

DAVENPORT & COMPANY LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 06/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2001

Series 24 - General Securities Principal Examination

BC

Issued 02/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cleighton Lee Hilbert.
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