RIA Intel›Advisers›Iowa›OMNI WEALTH ADVISORS, LLC

OMNI WEALTH ADVISORS, LLC

Advisory

IA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Average account

$134K

across 274 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients181

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

181 clients

15 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IA

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

AFSC ADVISORS, INC

COUNCIL BLUFFS, IA

$37M

CUNNINGHAM WEALTH MANAGEMENT, L.L.C.

$36M

JEPSEN ENTERPRISES, INC.

$35M

DEWAAY CAPITAL MANAGEMENT, INC.

WEST DES MOINES, IA

$38M

VAN HEUVELEN, WAYNE F.

$35M

PALEN FINANCIAL LLC

$40M

Get the full picture on OMNI WEALTH ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track OMNI WEALTH ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans