# Omnidivitia Wealth Management, Inc.

> Omnidivitia Wealth Management, Inc. is a state-registered investment advisory firm in Flossmoor, IL, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 7, 2026.

- CRD: 172108
- Filed as: OMNIDIVITIA WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Flossmoor, IL
- Filing period: October 2026
- Form ADV filing dated: February 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172108
- AdvisorCensus page: https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108

## Quick answers

**How is Omnidivitia Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Omnidivitia Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Omnidivitia Wealth Management, Inc. located?**
Omnidivitia Wealth Management, Inc.'s principal office is in Flossmoor, IL, according to its Form ADV.

**Is Omnidivitia Wealth Management, Inc. registered with the SEC or a state?**
Omnidivitia Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172108.

**How much does Omnidivitia Wealth Management, Inc. manage?**
Omnidivitia Wealth Management, Inc. reports $14,594,000 in regulatory assets under management in its Form ADV filing dated February 7, 2026 (100% discretionary).

**What types of clients does Omnidivitia Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (7); charitable organizations (1).

**Does Omnidivitia Wealth Management, Inc. 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/172108

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,594,000
- Discretionary: $14,594,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $5,678,000 |
| High net worth individuals | 7 | $8,716,000 |
| Charitable organizations | 1 | $200,000 |

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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lockerwealth.com/HOME.HTML
- Facebook @LOCKERWEALTH
- LinkedIn @LOCKER-WEALTH-MANAGEMENT-INC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omnidivitia Wealth Management, Inc. (CRD 172108): Form ADV filing data as of October 2026.