Omni Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 307591
- Website
- www.omniwealthdsm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.13%
- HNWI44.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Omni Wealth Management is an independent, LLC-structured registered investment adviser serving individual and family clients. The firm is owner-operated and provides both financial planning and portfolio management across personal and small-business relationships, with capacity to manage assets for business or institutional clients as well. Fee arrangements are flexible—Omni charges a percentage of assets under management and can also bill on hourly or fixed-fee bases. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- US Government Bonds1%
- Private Funds1%
Contacts
1 of 1
Michael Banasiak
OwnerCRD 4973485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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