Almega Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,084,055
Clients
243
Advisors
3
across 2 offices
About
Almega Wealth Management advises individuals (including high‑net‑worth clients), families, small businesses, retirement plans, and charitable organizations. The firm offers private and family wealth management, business and qualified retirement plan services, advanced planning and relationship coordination, and provides tax planning, tax return preparation, and IRS representation through its affiliated Almega Tax LLC.
Its investment approach emphasizes passive, asset‑class model portfolios implemented with index mutual funds and ETFs, guided by written Investment Policy Statements and opportunistic rebalancing; the firm also offers customized active strategies for concentrated or complex situations, which can include options and other derivatives. Almega generally manages client accounts on a discretionary basis, uses risk‑assessment tools (e.g., Riskalyze), and may engage outsourced providers for direct indexing and trading implementation.
Several features distinguish Almega from many peers: it maintains five offices, operates an affiliated tax practice that offers complimentary standard tax return preparation for qualifying wealth and family clients, and publishes newsletters, podcasts and occasional educational seminars in addition to providing quarterly performance reports to clients. The firm has voluntarily affirmed “Real Fiduciary” practices and has disclosed prior state regulatory consent decrees related to registration oversights that were settled with fines.
Client services
Expertise
Fee options
Standard tax return preparation fee of $600 for clients not offered complimentary returns; educational seminars typically less than $25 per attendee
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Business Services billed $300 to $1,200 per hour, Tax Return Preparation non-standard returns billed $300 per hour
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, may be waived in certain circumstances Fee-only: Advisory fees and hourly fees, no commissions received by firm
Main office
See office8350 E. Raintree Drive, Suite 215
Scottsdale AZ 85260
Advisors at this office
2
Offices (2)
Most active in
Arizona · Florida · Indiana · Kentucky · North Carolina · Texas · Virginia
Also doing business as
Almega Wealth Management · Almega Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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