O
OmniTrust Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,206,083
Total clients
348
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
348
Average account size
$308,063
About
Omnitrust Wealth Management provides advisory services to individual and high‑net‑worth clients, offering ongoing portfolio management, model portfolio implementation, and financial planning. The firm creates Investment Policy Statements and advises across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed‑income securities and real‑estate funds.
Its investment approach emphasizes long‑term trading and uses a mix of analytical methods — charting, fundamental, quantitative, technical analysis and modern portfolio theory — with clients’ risk tolerances documented in IPSs. For model strategies, OWMI implements third‑party managed models through GeoWealth and selected external managers and generally seeks discretionary authority to execute those models.
Notably, the firm serves 348 clients, producing a client‑to‑advisor ratio that is uncommon among independent advisers, and it relies on model portfolios and third‑party managers to help scale its service delivery. Operationally, OWMI requires clients to use Charles Schwab Advisor Services as custodian and does not aggregate trades across client accounts, practices that can influence trade execution and the overall client experience.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
College savings (529s, UTMA, etc.)
Fee options
$1,500 to $10,000 for financial planning
All Assets+: 1.75% annually
$175 per hour
Main office location
OmniTrust Wealth Management, Inc.
9428 Baymeadows Road, Suite 100
Jacksonville FL 32256, United States
Number of offices
1
Most active in
OmniTrust Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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.
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