OMNITRUST WEALTH MANAGEMENT, INC.

Overview

Omnitrust Wealth Management, Inc. is an independent registered investment adviser that serves individuals and families with financial planning and portfolio management. The firm acts as a capital allocator, blending direct public-market exposure with third‑party manager relationships. Advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers for specialized strategies. Fee arrangements are flexible and include percentage‑of‑AUM fees, hourly charges, fixed fees and other structures. Investment positioning leans toward public funds and mutual funds as core building blocks, supplemented by a meaningful ETF sleeve. The firm is not an active ESG investor and, per filings, operates primarily within a single state jurisdiction. Omnitrust’s approach suggests a focus on efficient, liquid instruments for core allocations while using external managers for alternative exposures such as real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices