Omnidivitia Wealth Management, Inc.

Overview

Omnidivitia Wealth Management, Inc. is an independent registered investment adviser operating as a small, owner-operated RIA that serves both individual and family clients and select institutional relationships. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, and it also offers pension consulting services and the selection of other advisers — indicating it functions as a capital allocator that will place client assets with third-party managers when appropriate. Investment activity centers on publicly available pooled vehicles as the core of client portfolios, supplemented by targeted allocations to alternatives and insurance products. The firm reports a fee model that combines a percentage-of-assets component with fixed-fee engagements. Omnidivitia does not position itself as an active ESG investor and is not registered as a multi-state adviser.

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Investments & Alternatives

Location & Offices