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Omni Wealth Management
OMNI WEALTH MANAGEMENT is a state-registered investment adviser in WEST DES MOINES, IA. The firm manages approximately $37 million in regulatory assets.
Omni Wealth Management
OMNI WEALTH MANAGEMENT is a state-registered investment adviser in WEST DES MOINES, IA. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Is Omni Wealth Management a fiduciary?
As a Registered Investment Adviser (RIA) regulated by the SEC or state securities authorities, Omni Wealth Management is legally bound by a fiduciary duty to its clients. This requires the firm to put client interests ahead of its own, disclose conflicts of interest, and seek best execution on investment transactions, a standard that exceeds the suitability rule applied to broker-dealers.
How does Omni Wealth Management charge for its services?
Standard RIA fee models include assets-under-management (AUM) fees, hourly charges, fixed retainers, or subscription-based planning fees. Without the firm's Form ADV Part 2A brochure or a public website to confirm its specific schedule, the exact fee structure cannot be verified, but regulatory filings for RIAs of this size and type commonly show a predominantly AUM-based advisory fee.
Is there a public version of Omni Wealth Management's Form ADV available?
Yes. The SEC's Investment Adviser Public Disclosure (IAPD) website maintains a searchable database of all registered firms' Form ADV filings. An investor can review Omni Wealth Management's Part 1 and Part 2 disclosures, which list its AUM, number of clients, disciplinary history, fee schedule, and ownership structure, assuming the firm maintains an active registration.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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