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OMNITRUST WEALTH MANAGEMENT, INC.
CRD 298025 · SEC 801-134942
9428 BAYMEADOWS ROAD, SUITE 100, JACKSONVILLE, FL, 32256, United States
Phone
904-619-4351
Fax
904-683-4957
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.2M
Discretionary AUM
$101.3M
Team
1 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $75.4M |
| High net worth individuals | 20 | $31.8M |
States served
FL
Official SEC filing: View on IAPD