Almega Wealth Management: new SEC registration, $134M AUM, Scottsdale, AZ
Almega Wealth Management (Scottsdale, Arizona): new SEC registration, $134M AUM, Scottsdale, AZ. Its amount of 134 is above the median of 134 (50th percentile). Dated 64 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 134 · 50th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Almega Wealth Management |
| Legal name | Almega Wealth Management LLC |
| CRD | 316840 |
| Status | Approved |
| Registered with the SEC | 2026-09-02 |
| Latest Form ADV filing | 2026-09-25 |
| Location | Scottsdale, AZ, United States |
| Regulatory AUM | $134,306,196 |
| Accounts | 767 |
| Employees | 7 |
| Website | https://x.com/almegawealth |
| amount percentile | 50th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Almega Wealth Management and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Almega Wealth Management's amount: 50th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $134M under management.
- Website on file.
What is the NewRiaPulse record for Almega Wealth Management in Scottsdale, Arizona?
Almega Wealth Management received SEC registration as an investment adviser (2026-09-02) with $134,306,196 in regulatory assets under management, based in Scottsdale, AZ.
How does Almega Wealth Management compare to other Arizona NewRiaPulse records?
Its amount of 134 sits in the upper half (50th percentile) of 1,149 records; the median is 134. It is 64 days old; check the official source for later updates before acting.
Almega Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Almega Wealth Management | Scottsdale, AZ | 134 | 50th | 2026-09-02 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.