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ALMEGA WEALTH MANAGEMENT

SCOTTSDALE, AZ · CRD 316840 · IAPD ↗ · 480-770-4700

$134.3MRegulatory AUM
4Advisory reps
7Employees
244Clients
101-250Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — ALMEGA WEALTH MANAGEMENT (SCOTTSDALE, AZ) is newly SEC-registered with $134.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.