OMNI WEALTH MANAGEMENT

OMNI WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 307591). Regulatory assets under management: $36.6M.

Registration

• CRD: 307591
• Type: Registered investment adviser
• Phone: 515-326-5486
• Latest filing: 2026-07-31
• Regulatory AUM: $36.6M
• Discretionary AUM: $36.6M
• Clients: 1
• Accounts: 274

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search