# Omnitrust Wealth Management, Inc.

> Omnitrust Wealth Management, Inc. is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 298025
- Filed as: OMNITRUST WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298025
- AdvisorCensus page: https://advisorcensus.com/firm/omnitrust-wealth-management-inc-jacksonville-fl-298025

## Quick answers

**How is Omnitrust Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Omnitrust Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**What does Omnitrust Wealth Management, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: 1.75% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Omnitrust Wealth Management, Inc. located?**
Omnitrust Wealth Management, Inc.'s principal office is in Jacksonville, FL, according to its Form ADV.

**Is Omnitrust Wealth Management, Inc. registered with the SEC or a state?**
Omnitrust Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 298025.

**How much does Omnitrust Wealth Management, Inc. manage?**
Omnitrust Wealth Management, Inc. reports $107,206,083 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (95% discretionary).

**What types of clients does Omnitrust Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (328); high net worth individuals (20).

**Which custodians does Omnitrust Wealth Management, Inc. use?**
Omnitrust Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Omnitrust 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 SEC record: https://adviserinfo.sec.gov/firm/summary/298025

**Does Omnitrust Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "There is no account minimum for any of OWMI’s services."

**What changed in Omnitrust Wealth Management, Inc.'s recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: 1.75% of assets a year

> All Assets 1.75%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum for any of OWMI’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,206,083
- Discretionary: $101,321,521
- Non-discretionary: $5,884,562

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $75,432,105 |
| High net worth individuals | 20 | $31,773,978 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omnitrust Wealth Management, Inc. (CRD 298025): Form ADV filing data as of October 2026.