Omnes Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Omnes Wealth Management LLC is a newly formed independent registered investment adviser that serves individuals and high‑net‑worth clients with wealth management, discretionary investment management, financial planning and retirement‑account advice. It constructs portfolios primarily using low‑cost mutual funds and ETFs and may also incorporate individual stocks, bonds or retained legacy positions when appropriate.
The firm employs fundamental analysis and generally follows a long‑term, diversified investment approach while working with clients to define goals, risk tolerance and any reasonable investment restrictions. It provides continuous monitoring and periodic reviews, and may rebalance or execute shorter‑term trades to meet cash needs, tax objectives or changes in client circumstances; accounts are held at a third‑party custodian and clients receive regular custody statements and advisor reports.
Distinctive aspects disclosed in the brochure include that the firm reported no assets under management at filing and that its principal maintains substantial outside activities — including a law‑enforcement investigator role, a K‑9 consulting business and insurance licensure — which the adviser discloses can affect time availability and may give rise to conflicts of interest when insurance products are implemented for clients. The adviser also participates in an institutional platform relationship with its custodian that provides technology and operational support, a relevant consideration for a solo practitioner scaling client service.
Client services
Expertise
Fee options
1.00% annually
Main office
Johnson City NY
Advisors at this office
1
Most active in
New York
Also doing business as
Omnes Wealth Management · Omnes Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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