OMNIWEALTH INVESTMENTS LLC

Overview

Omniwealth Investments LLC is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management for individual clients, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs portfolios that are tilted toward public equity exposure. Advisory activity centers on constructing and managing separately managed accounts and pooled strategies that use exchange-traded securities and mutual funds as primary building blocks. The firm does not identify itself as an active ESG investor and its service footprint is focused on its existing client base rather than multi-state expansion or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices