# Omni Wealth Management

Omni Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/omni-wealth-management

## Regulatory record

- **CRD number:** 307591
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307591

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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