WS
Wesley A. Schevers
ALPHA & OMEGA
La Mesa, CA 91942
Some features on this profile are disabled
CRD#: 7415590
WS
Professional summary
Wesley Alan Schevers, who also goes by Wes Schevers, Wesley Schevers, is a registered financial advisor currently at ALPHA & OMEGA located in La Mesa, California.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Wesley has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wes Schevers | Wesley Schevers
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) Floor Installation by MFC; Not investment related; 113 Kendra Dr., Liberty Hill, TX 78642; Flooring company; Partner; Start date: January 2019; 8-16 Hours per month; 8-16 Hours per month during business hours; Administrative, logistics, and sales 2) Managing Member of 1845 Floors & Showers LLC. Contracting business I own with my father. I manage the accounting for the company. 3) Floor Installation by MFC DBA 1845 Floors & Showers LLC; Managing Member; Non Investment Related; 400 Flint Ridge Trail Georgetown TX 78628; Description: It is a sub-contractor in the residential and commercial construction. It specializes in custom floor and shower installation; Responsibilities Duties: Administrative, Operations; Start date: 2023-12-27; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Alan Schevers'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®
NoneExperience
Current
April 25, 2024 - Present
ALPHA & OMEGA
Office #1: 8580 La Mesa Blvd Ste 100, La Mesa, CA 91942RIA
CRD#: 105548
La Mesa, CA
Past
September 28, 2021 - December 12, 2023
LEAFHOUSE FINANCIAL ADVISORS, LLC
RIA
CRD#: 149694
AUSTIN, TX
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
California(4/25/2024)
Current Firm
A&
ALPHA & OMEGA
ALPHA & OMEGA | ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
CRD#: 105548 / SEC#: 801-45517
RIA
Registered Investment Advisory firm - (7/6/2023 Terminated)California
Registered Investment Advisory firm - (6/27/2023 Approved)Colorado
Registered Investment Advisory firm - (9/25/2023 Approved)Louisiana
Registered Investment Advisory firm - (7/13/2023 Approved)New York
Registered Investment Advisory firm - (7/10/2023 Approved)Texas
Registered Investment Advisory firm - (9/5/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942
Mailing Address
P.o. Box 2669, La Mesa, CA 91943
Phone number
(619) 462-7812
Established
Firm type
Fiscal year end
# of Employees
11
Regulatory assets under management
| Total Number of Accounts | 233 |
| AUM (Assets Under Management) | $ 36,567,552 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
