Omnivest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Omnivest provides discretionary asset management and comprehensive financial planning to individuals, high‑net-worth clients, trusts, estates, charitable organizations and business entities. As with many independent advisers, it delivers ongoing portfolio management and prepares written financial plans addressing retirement, tax, insurance and estate considerations.
The firm implements strategies using fundamental and technical analysis and employs Monte Carlo planning to model long‑term outcomes; clients may impose investment restrictions and the firm documents goals in client files. Accounts are managed on a discretionary basis with periodic (at least quarterly) reviews, the firm requires client authorization for direct debiting of fees, and it directs custody of client assets to a specific custodial platform.
Compared with peers of similar size, Omnivest is notable for its formalized compliance and supervisory structure despite being a small independent adviser: a designated compliance officer conducts quarterly trade and account reviews and oversees personal trading policies. Other operational distinctions include directing clients to a single custodian, not aggregating trades across accounts, not voting client proxies, and offering access to a broad set of investment types and planning techniques that may be atypical for a small firm.
Client services
Expertise
Fee options
Financial planning fees between $7,500 and $15,000
$0 - $1,000,000: 2.35% annually $1,000,000.01 - $3,000,000: 1.50% annually $3,000,000.01 - $5,000,000: 1.25% annually $5,000,000.01+: 1.00% annually
Account minimum: $500,000
Main office
932 S. David St.
Casper WY 82601
Advisors at this office
1
Most active in
Colorado · Nevada · New York · Wyoming
Also doing business as
Omnivest · Wyoming Wealth Advisors, 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 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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