JACKSONVILLE, FLCRD 298025Latest ADV March 3, 2026
Omnitrust Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 3, 2026, reports $107M in regulatory assets under management, 1 employee, and 577 accounts.
Assets Under Management
$107M
Employees
1
Offices
--
Total Clients
348
Primary office
JACKSONVILLE, FL
9428 BAYMEADOWS ROAD, SUITE 100, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.3% of total clients.
Top client categories% of clientsClients
1
Individuals
94.3%
328
2
HNWI
5.7%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of March 3, 2026
Discretionary94.5%
$101M
95% of total RAUM94.5%
Non-discretionary5.5%
$6M
5% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$107M
Total Accounts577
10Y AUM Change+$1M (+1.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee348:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.