Omnitrust Wealth Management, Inc.
Omnitrust Wealth Management, Inc. is an SEC-registered mass-market adviser in Jacksonville, FL with $107.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Omnitrust Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298025, SEC 801-134942, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $107.2M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Jacksonville, FL
- Employees
- 1
- Clients
- 348
- CRD
- 298025
- Ownership
- KURNELLAS, ANTHONY, CHRIS
How much AUM does Omnitrust Wealth Management, Inc. have?
Omnitrust Wealth Management, Inc. reported $107.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Omnitrust Wealth Management, Inc.?
Disclosed owners and executives of Omnitrust Wealth Management, Inc. include KURNELLAS, ANTHONY, CHRIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.