Omniwealth Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,892,337
Total clients
150
4% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
150
Average account size
$245,949
About
Omniwealth Investments provides investment management and project-based financial planning to individual clients, high net-worth individuals, charitable organizations, and businesses. The firm offers tailored portfolio management along with targeted planning services that can include business planning, employee benefits optimization, estate planning, and insurance reviews.
Investment decisions are guided by client-specific investment policy statements and combine fundamental security analysis with strategic and tactical asset-allocation approaches that consider factor exposures such as value, momentum, and size. The adviser manages portfolios on a discretionary basis, does not use outside sub-managers, and conducts regular account reviews.
Compared with many peers, Omniwealth explicitly recommends custodians that include Interactive Brokers and participates in institutional platform services that provide trading and operational benefits (including block trading), which the firm discloses can create potential conflicts of interest. The firm also discloses that its personnel may invest in the same securities and model portfolios used for clients and has moved to quarterly billing and project-based planning engagements as part of its service model.
Client services
Fee options
Fixed fee ranging from $1,000 to $10,000 for project-based financial planning, negotiable.
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $500,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Omniwealth Investments LLC
519 N Derr Drive
Lewisburg PA 17837, United States
Number of offices
1
Forms ADV
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