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Omnitrust Wealth Management
OMNITRUST WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2025. The firm manages $107 million in assets,...
Omnitrust Wealth Management
OMNITRUST WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2025. The firm manages $107 million in assets, $101 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Omnitrust Wealth Management?
The firm does not publicly name its CEO, CIO, or investment committee members. No principal names are listed on its website or in regulatory filings accessible through public channels. Limited public data exists about the firm's leadership.
Is Omnitrust Wealth Management a single-family office or multi-family office?
Omnitrust Wealth Management presents itself as a registered investment advisor serving multiple families, consistent with a multi-family office structure. It is not a single-family office dedicated to one fortune.
What investment stages and asset classes does Omnitrust target?
The firm's public-facing materials indicate a multi-asset approach covering public equities, fixed income, and private investments. There is no public disclosure about stage preferences, direct deal activity, or target holding periods.
Does Omnitrust participate in fund commitments or only direct deals?
There is no public information about whether the firm commits to external funds, engages in direct co-investments, or structures SPVs. The firm's investment vehicle preferences are not documented.
What sectors does Omnitrust Wealth Management explicitly avoid?
The firm does not publish any exclusionary screens or negative sector preferences in public materials. Sector mandates are not disclosed.
Where does the underlying wealth Omnitrust manages come from?
The wealth-origin profiles of the families served by Omnitrust are not publicly disclosed. The firm does not identify client families or fortune sources.
How is Omnitrust Wealth Management structured from a regulatory standpoint?
Omnitrust Wealth Management is registered as an investment advisor with the SEC, which subjects it to fiduciary duties and periodic Form ADV filing requirements. No conflicts of interest, disciplinary history, or regulatory actions have been publicly recorded.
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