Omni Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Omni Wealth Management provides fee-only financial planning and personalized investment management to individuals and a range of institutional clients, including retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. As of December 31, 2025, the firm reports discretionary assets under management of approximately $36.6 million and serves both individual and institutional relationships.
Omni typically manages discretionary, tailored portfolios—advising on mutual funds, ETFs, variable insurance products and other securities—with continuous supervision and periodic rebalancing under client guidelines. The firm uses a mix of in-house investment adviser representatives and selected outside portfolio managers and operates a wrap fee program in which it absorbs transaction costs, a structure the brochure notes can create a disincentive to trade.
Notably, Omni is among a small number of independent advisers that sponsor a wrap fee program while also providing portfolio management to institutional clients, both features the firm’s ADV highlights as uncommon for peers. The brochure also discloses operational practices that may affect clients, including recommending Charles Schwab as custodian, receiving related support services from Schwab, and not voting client proxies.
Client services
Expertise
Fee options
Up to 1.25% annually, fees may be negotiated or waived
Fee-only: Fee-only advisory services
Main office
Waukee IA
Advisors at this office
1
Most active in
Iowa · Texas
Also doing business as
Omni Wealth Advisors, LLC · Omni Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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