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Nelson Martin eason bonney Reveley

Alpha Omega Wealth Management, LLC

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About Nelson Martin eason bonney Reveley

Nelson Reveley is an Investment Advisor Representative at Alpha Omega Wealth Management, LLC. Nelson has been in the financial services industry for over 15 years. He specializes in providing financial planning and investment management services to individuals, families, and charitable organizations. Nelson is also a Board Member of Urban Hope, a 501c3 organization in Richmond, VA.

Firm Information

Nelson Reveley 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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Nelson Reveley’s Registration & Firm History

VA

04/15/2021 - Present

Alpha Omega Wealth Management, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 04/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nelson Martin eason bonney Reveley.
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