Omni Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,644,064
Total clients
181
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
181
Average account size
$202,453
About
Omni Wealth Management provides financial planning and personalized investment management to individuals and a range of institutional clients, including retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management and wealth management services that are commonly structured around mutual funds, exchange-traded funds, and insurance products.
Portfolios are managed either by the firm’s in‑house adviser representatives or by selected outside portfolio managers, and the firm typically constructs and rebalances accounts to meet client risk and investment objectives. Omni sponsors a wrap fee program that bundles advisory services and most transaction costs; the brochure discloses that this arrangement creates an incentive to limit trading and describes the firm’s fiduciary duty as a mitigating factor.
Sponsoring a wrap fee program is relatively uncommon for independent advisers and, combined with the firm’s acceptance of institutional mandates, distinguishes its client and fee structure from many peers. The firm also does not vote client proxies (custodians provide proxy notices) and relies on custodian statements or outside managers’ reports for performance figures rather than producing independent performance calculations.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Real estate investing
Fee options
1.25% annually
Fee-only: Fee-only basis; fees do not include third-party fees or transaction costs
Main office location
Omni Wealth Management
West Des Moines IA, United States
Number of offices
1
Most active in
Omni Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
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
Quick links
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