Omnes Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Omnes Wealth Management LLC describes its client focus as individuals and high-net-worth individuals and offers discretionary investment management alongside comprehensive wealth management and financial planning services. The brochure emphasizes portfolio construction using low-cost mutual funds and ETFs, with the option to include individual stocks and bonds as appropriate.
The firm states a long-term, fundamental-analysis approach, using economic and company-level research to select investments and rebalancing or trading as needed to meet client objectives. Accounts are monitored on a regular basis and managed on a discretionary basis within client-directed custodial accounts, with implementation described as focused on diversified allocations and periodic due diligence.
Noteworthy distinctions include that the firm is newly formed and, as disclosed, currently reports no client assets and no clients, which may affect capacity and track record considerations compared with peers. The firm’s principal maintains significant outside business activities — serving as an investigator for a local police department (about half of his monthly time) and operating a K-9 consulting practice — and the firm participates in an institutional custodian platform that provides economic benefits to the advisor.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
1.00% annually
Account minimum: Omnes Wealth generally does not impose a minimum relationship size. Fee-only: Fee-based advisory firm, fees paid in advance quarterly based on 1.00% annual rate on assets under management
Main office location
Omnes Wealth Management LLC
Johnson City NY, United States
Number of offices
1
Most active in
Omnes Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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