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OMNIWEALTH INVESTMENTS LLC

Advisory

LEWISBURG, PA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in PA
#1,065
of 1,528 advisers by AUM
Average account
$268K
across 168 accounts
AUM per adviser
$45M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$45M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$526K
Discretionary %98.8%
Total Clients168
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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