# Omniwealth Investments LLC

> Omniwealth Investments LLC is a state-registered investment advisory firm in Lewisburg, PA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 305142
- Filed as: OMNIWEALTH INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lewisburg, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305142
- AdvisorCensus page: https://advisorcensus.com/firm/omniwealth-investments-llc-lewisburg-pa-305142

## Quick answers

**How is Omniwealth Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Omniwealth Investments LLC 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 Omniwealth Investments LLC located?**
Omniwealth Investments LLC's principal office is in Lewisburg, PA, according to its Form ADV.

**Is Omniwealth Investments LLC registered with the SEC or a state?**
Omniwealth Investments LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305142.

**How much does Omniwealth Investments LLC manage?**
Omniwealth Investments LLC reports $45,038,142 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**What types of clients does Omniwealth Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (6); charitable organizations (1).

**Does Omniwealth Investments 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/305142

## 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: $45,038,142
- Discretionary: $44,512,119
- Non-discretionary: $526,023

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $32,204,761 |
| High net worth individuals | 6 | $11,936,157 |
| Charitable organizations | 1 | $897,224 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [omniwealthgroup.com](https://omniwealthgroup.com)
- Facebook @omniwealthgroup
- Instagram @omniwealthgroup
- LinkedIn @omniwealthgroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omniwealth Investments LLC (CRD 305142): Form ADV filing data as of October 2026.