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| Omnitrust Wealth Management Inc
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|---|---|
| CRD # | 298025 |
| SEC # | 801-134942 |
| CIK # | 0002108483 |
| AUM | 107.2 M (2026-03-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 904-619-4351 |
| Address | 9428 Baymeadows Road Jacksonville, FL 32256 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.2 | ||
| Microsoft Corp | 1.4 | ||
| Apple Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Broadcom Inc | 0.8 | ||
| Alphabet Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 75.4 |
| (b) Individuals (high net worth individuals) | 20 | 31.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 107.2 |
| By Discretionary | ||
| Discretionary | 526 | 101.3 |
| Non-Discretionary | 51 | 5.9 |
| Total | 577 | 107.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.2 | |
| Total | 577 | 107.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108483] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dove Investment Research and Management Inc
✚
|
CA | 107.4 M |
|
North Bay Wealth Management
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|
CA | 107.3 M |
|
Strickler Investment Services LLC
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MI | 107.3 M |
|
Elevate Financial Planning and Wealth Management LLC
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FL | 107.1 M |
|
Martin Wealth Management
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|
107.1 M | |
|
Ardenwood Advisors LLC
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|
107.1 M | |
|
Jackson Wealth Management LLC
✚
|
CO | 107.0 M |
|
DC Capital Management LLC
✚
|
107.0 M | |
|
Trusco Investment Management LLC
✚
|
TN | 107.0 M |
|
KJ Capital Management LLC
✚
|
107.0 M |