CH
Cleighton L. Hilbert
ALPHA OMEGA WEALTH MANAGEMENT
Richmond, VA 23226
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CRD#: 2795473
CH
Professional summary
Cleighton Lee Hilbert JR, CIMA® is a registered financial advisor currently at ALPHA OMEGA WEALTH MANAGEMENT, LLC located in Richmond, Virginia.
Cleighton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Cleighton has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) MISSISSIPPI, TOY AND GAME INVENTOR. ADDRESS: 308 SENECA ROAD RICHMOND VA 23226, 50% OWNER, DUTIES INCLUDE PROVIDING MONEY AND OCCASIONAL CONSULTATION, START DATE 6/2004 / (2)FFG, LLC ADDRESS: 101 DOVERLAND RD. RICHMOND, VA 23229, INVESTMENT CLUB. SIMPLY AN INVESTING MEMBER OF THE CLUB. STRTED DATE 11/2000, LESS THAN ONE HOUR PER MONTH. 0 HOURS DURING TRADING. (3)NAME: HOOKUM LLC ADDRESS: 6301 RIDGEWA RD, RICHMOND VA INVESTMENT-RELATED:NO NATURE OF BUSINESS: GAME INVENTOR POSITION: CEO START DATE: MARCH 2009 HRS/MO: 30 HRS/MO DURING TRADING HOURS: NONE (4)CO-TTE OF FAMILY TRUST IN RICHMOND VA, INVESTMENT RELATED, 1 HR/MO WITH ALL OCCURRING DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Cleighton Lee Hilbert JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 8, 2018 - Present
ALPHA OMEGA WEALTH MANAGEMENT, LLC
Office #1: 7202 Glen Forest Drive Suite 300, Richmond, VA 23226RIA
CRD#: 149842
Richmond, VA
Past
January 5, 1998 - February 14, 2018
DAVENPORT & COMPANY LLC
RIA
CRD#: 1588
RICHMOND, VA
Past
February 28, 1997 - February 14, 2018
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AO
ALPHA OMEGA WEALTH MANAGEMENT, LLC
ALPHA OMEGA INVESTMENT ADVISORS | GLEN ALLEN DESIGNS, LLC | ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD#: 149842 / SEC#: 801-70136
RIA
Registered Investment Advisory firm - (4/21/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/3/2021)
IAR
Virginia(2/8/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AO
ALPHA OMEGA WEALTH MANAGEMENT, LLC
ALPHA OMEGA INVESTMENT ADVISORS | GLEN ALLEN DESIGNS, LLC | ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD#: 149842 / SEC#: 801-70136
RIA
Registered Investment Advisory firm - (4/21/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7202 Glen Forest Drive Suite 300, Richmond, VA 23226
Mailing Address
Phone number
(804) 955-1600
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,282 |
| AUM (Assets Under Management) | $ 905,828,765 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/08/2025 | ||
| 07/29/2024 | ||
| 07/31/2023 | ||
| 12/28/2022 |
Red Flags
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Company Information
ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD#: 149842Richmond, VA 23226TRUST BUT VERIFY
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