Omni Wealth Management

Overview

Omni Wealth Management is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients. Fee arrangements include percentage-of-assets under management, hourly charges and fixed fees, giving flexibility for both ongoing advisory relationships and project-based planning work. Investment activity is centered on publicly offered pooled vehicles and third-party alternative managers. The firm is not positioned as an ESG-focused advisor and does not operate as a multi-state adviser or pension consultant. Owner control is held at the individual level, and the practice does not identify itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices