# Omnitrust Wealth Management

Omnitrust Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298025
- **SEC file number:** 801-134942
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298025

## About

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.

## Sectors

- Wealth Management
- Financial Services

## 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.

### 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.

### 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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Last updated: 2026-07-06T01:24:22.457Z

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