Omnivest Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,200,000
Clients
2
Advisors
1
of 3 employees
About
OmniVest Group provides discretionary and non-discretionary investment management and wealth management services to a range of clients, including individuals, family offices, trusts, estates, charitable organizations and corporations. The firm documents client objectives in a written Investment Policy Statement and incorporates tax-aware transition planning for legacy positions into its advisory work.
The firm customizes asset allocation on a per-account basis using fundamental and qualitative analysis and conducts ongoing oversight via investment committee reviews. OmniVest commonly directs clients to independent sub‑advisers and alternative managers, and tailors recommendations—including direct investments in investment-management limited partnerships and offshore feeder structures—to clients’ liquidity and risk parameters.
Compared with many small advisory firms, OmniVest emphasizes selection and monitoring of other advisers and the use of direct and offshore alternative investment structures, which can create cross‑border or non‑U.S. exposures. The firm serves both institutional-type entities (corporations, trusts and charitable organizations) and individual investors while maintaining a stated account minimum with exceptions, and the brochure does not describe the firm acting as a private fund adviser.
Client services
Expertise
Fee options
up to 1.0% annually
Account minimum: $500,000
Main office
344 Nassau Street, Suite 101
Princeton NJ 08540
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Clearbrook Partners LLC · Omnivest Group LLC · Princeton Private Wealth · Princeton Private Wealth, LLC · Shields Private Client, 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
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