OMNI INVESTMENT SOLUTIONS LLC

OMNI INVESTMENT SOLUTIONS LLC of MESA, AZ is an SEC-registered investment adviser (CRD 329893). Regulatory assets under management: $2.5M.

Registration

• CRD: 329893
• Type: Registered investment adviser
• Location: 4140 E BASELINE RD, MESA, AZ, 85206
• Phone: 480-284-6393
• Latest filing: 2026-04-24
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 3
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329893 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search