DISCLOSURES
Almega Wealth Management LLC is a Fee-Only Registered Investment Advisor with offices located in Arizona, Kentucky, and North Carolina. Almega Wealth Management is registered with the Arizona Corporation Commission – Securities Division as an Investment Adviser. Almega may also be registered as an investment in advisor in other states or conduct operations in other states pursuant to that states’ de minimis exception rules and regulations. Additional information about Almega Wealth Management is available on the SEC website advisorinfo.sec.gov.
Prior to conducting business with Almega Wealth Management, we are required to provide you with a copy of two disclosures. The first describes our business and the second describes our key people. You are encouraged to read both.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Almega Wealth Management has voluntarily subscribed to the “Real Fiduciary™ Practices” published by the Institute for the Fiduciary Standard. Real Fiduciary™ Practices offer a simple code of conduct and outline a commitment to clients of subscribing financial advisors. They seek to clearly articulate what a client can expect to receive from a subscribing financial advisor. These Real Fiduciary™ Practices do not replace our regulatory compliance obligations or duties to clients under relevant laws, rules, or regulations. The Institute for the Fiduciary Standard’s role is limited to publishing the practices as well as maintaining a corresponding register of subscribing financial advisors. You can verify our affirmation of Real Fiduciary™ Practices on our website or at the Institute for the Fiduciary Standard website at www.thefiduciaryinstitute.org. The practices can be found at https://thefiduciaryinstitute.org/wpcontent/uploads/2019/03/Real-Fiduciary-Practices-2019-02-22.pdf
We are not affiliated with Almega Group of Plano, Texas or Gradient Securities. To contact Mr. Mike Raitt or Almega Group in Plano, Texas please call 972-964-5100.