Omniwealth, Ltd. is a large advisory firm based in Denver. It manages $120 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado, Illinois, Missouri, and Washington.
Omniwealth provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Omniwealth, Ltd. is $120 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 329% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Omniwealth, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Omniwealth, Ltd. performs its advisory services is located at 1404 Larimer St., Denver, CO 80202, which is also the mailing address of the firm. An additional office of the firm is in Des Peres, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-242-8086 or by fax 303-300-9178. The normal business hours are 8:00a to 5:00p on Monday - Friday. You can find more information about the New York firm at www.omniwealth.net.