OMNIWEALTH INVESTMENTS LLC

OMNIWEALTH INVESTMENTS LLC of LEWISBURG, PA is an SEC-registered investment adviser (CRD 305142). Regulatory assets under management: $45.0M.

Registration

• CRD: 305142
• Type: Registered investment adviser
• Location: 519 N DERR DRIVE, LEWISBURG, PA, 17837
• Phone: 570-939-1965
• Latest filing: 2026-03-30
• Regulatory AUM: $45.0M
• Discretionary AUM: $44.5M
• Non-discretionary AUM: $526K
• Clients: 4
• Accounts: 168

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305142 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search