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Almega Wealth Management LLC

EST. AUM
$134,306,196

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Firm Details

Metro area Phoenix
CRD Number 316840
Website almega-wealth.com
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Overview

Almega Wealth Management LLC is a fee-only registered investment adviser headquartered in Scottsdale, Arizona. It serves high-net-worth individuals and successful families through investment management, advanced planning, cash management, tax coordination, and family wealth-management services. It reported $134.3 million in regulatory assets under management, including approximately $129.8 million managed on a discretionary basis.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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