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Omnitrust Wealth Management, Inc.

● SEC registered since 2025CRD 298025SEC# 801-134942Jacksonville, FL
Export (members)
Reg. AUM
$106.1M
Employees
1
Accounts
576
Location
Jacksonville, FL

Omnitrust Wealth Management, Inc. assets under management

Omnitrust Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Jacksonville, FL. The firm has been registered since 2025. It reports $106.1 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Omnitrust Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Anthony Chris Kurnellas ControlPresident & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Omnitrust Wealth Management, Inc. manage?

Omnitrust Wealth Management, Inc. reports $106.1 million in regulatory assets under management on its Form ADV.

How many employees does Omnitrust Wealth Management, Inc. have?

Omnitrust Wealth Management, Inc. reports 1 employees.

Where is Omnitrust Wealth Management, Inc. located?

Omnitrust Wealth Management, Inc. is based in Jacksonville, FL and has been SEC-registered since 2025.

Does Omnitrust Wealth Management, Inc. disclose fund performance?

Omnitrust Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9428 Baymeadows Road, Suite 100, Jacksonville, FL 32256
Phone904-619-4351
Fax904-683-4957
Office hours9:00a.m. - 6:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.2M
Non-discretionary$5.9M
Total (RAUM)$106.1M