OmniDivitia Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,394,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
51
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$282,235
About
OmniDivitia Wealth Management provides personalized investment management and financial planning to individuals, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations. Its services include discretionary portfolio management, retirement-plan advisory and implementation support, individual financial plans, 529 plan reviews, and an ongoing subscription financial-advice option.
The firm implements client-specific programs through documented investment policy statements and a mix of analytical methods, including fundamental and technical analysis, with strategies that can include long- and short-term positions and option writing. Accounts are monitored on a regular basis (with quarterly reviews noted) and the adviser accepts discretionary trading authority and manages assets held away such as qualified plans.
Noteworthy features in the brochure include the firm’s provision of ERISA pension consulting in both a limited 3(21) advisory role and an optional 3(38) discretionary investment manager role, and its work with charitable organizations—client types and services that the firm identifies as less common among peers. The brochure also discloses an affiliated tax-preparation business and states the firm does not sell commission-based products, with conflicts addressed through disclosure and internal procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees ranging from $2,000 to $5,000; specific service fees range from $250 to $2,500.
$0 - $250,000: 1.50% annually $250,000 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.90% annually for $1M-$2M; 0.75% annually for $2M-$5M $5,000,000+: Negotiable
Financial Advice Subscription Service at $100 per month.
Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Asset management fees based on percentage of AUM with tiered schedule; Financial planning fixed fees $2,000 to $5,000; Financial advice subscription $100/month.
Main office location
OmniDivitia Wealth Management, Inc.
Flossmoor IL, United States
Number of offices
1
Most active in
OmniDivitia Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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