RIA Intel›Advisers›Arizona›OMNI INVESTMENT SOLUTIONS LLC

OMNI INVESTMENT SOLUTIONS LLC

Advisory

MESA, AZ

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$180K

across 14 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

MICHAEL FULCHER

$3M

PURPLE MOUNTAIN INVESTMENT ADVISORS LLC

$3M

KOLOMICHUK, KEITH, ADAM

TUCSON, AZ

$2M

FORWARD FINANCIAL PLANNING LLC

PHOENIX, AZ

$3M

YOUR INVESTMENT ADVISOR LLC

SCOTTSDALE, AZ

$3M

CONSPECTA CAPITAL, LLC

$2M

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