Omniwealth Investments LLC

The firm provides portfolio management and project‑based financial planning to individuals, high‑net‑worth individuals, charitable organizations, and businesses, primarily charging percentage‑of‑assets fees for managed accounts. It reports approximately $45.0 million in assets under management across about 167 clients and maintains a stated account minimum of $500,000 that may be reduced or waived.

Portfolios are built from individualized investment policy statements developed through client discussions and implemented using fundamental analysis alongside strategic and tactical asset‑allocation approaches that consider factors such as value, momentum, and size. The firm manages most assets on a discretionary basis (roughly $44.5 million) but has recently added non‑discretionary management and offers limited, project‑based planning engagements covering topics like business planning, estate strategies, tax considerations, and retirement distributions.

Noteworthy features for a firm of this size include a single principal who serves in the firm’s executive, investment and compliance roles and holds the CFP® designation, institutional custody relationships (including recommendations of multiple custodians) that provide ancillary services, and an explicit policy of personal trading that may include investing alongside clients. The firm does not use outside investment managers, uses blended tiered AUM pricing, and discloses procedural controls for client‑imposed restrictions and direct fee debiting through custodians.