OMNITRUST WEALTH MANAGEMENT, INC.

OMNITRUST WEALTH MANAGEMENT, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 298025). Regulatory assets under management: $107.2M.

Registration

• CRD: 298025
• SEC file number: 801-134942
• Type: Registered investment adviser
• Location: 9428 BAYMEADOWS ROAD, SUITE 100, JACKSONVILLE, FL, 32256
• Phone: 904-619-4351
• Latest filing: 2026-03-03
• Regulatory AUM: $107.2M
• Discretionary AUM: $101.3M
• Non-discretionary AUM: $5.9M
• Clients: 1
• Accounts: 577

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search