# Omni Investment Solutions LLC

> Omni Investment Solutions LLC is a state-registered investment advisory firm in Mesa, AZ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 329893
- Filed as: OMNI INVESTMENT SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329893
- AdvisorCensus page: https://advisorcensus.com/firm/omni-investment-solutions-llc-mesa-az-329893

## Quick answers

**How is Omni Investment Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Omni Investment Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Omni Investment Solutions LLC located?**
Omni Investment Solutions LLC's principal office is in Mesa, AZ, according to its Form ADV.

**Is Omni Investment Solutions LLC registered with the SEC or a state?**
Omni Investment Solutions LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329893.

**How much does Omni Investment Solutions LLC manage?**
Omni Investment Solutions LLC reports $2,519,022 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Omni Investment Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); corporations or other businesses not listed above (1).

**Does Omni Investment Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329893

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $2,519,022
- Discretionary: $2,519,022
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,433,186 |
| Corporations or other businesses not listed above | 1 | $85,836 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omni Investment Solutions LLC (CRD 329893): Form ADV filing data as of October 2026.