Omnivest

Overview

Omnivest is organized as a limited liability company with individual ownership. Its regulatory registration year is not provided in the source material. The firm offers financial planning and portfolio management services targeted at individuals and small businesses. Compensation is a mix of percentage-of-assets-under-management fees and fixed fees. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not described as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices