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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2020
- Office Locations
- 1
Office Locations
About Omni Wealth Management
Omni Wealth Management is a fee-only advisory firm in West Des Moines, IA providing ongoing investment management, comprehensive financial planning, and retirement plan services for employers, including investment selection and ERISA-focused oversight. Portfolios are built and monitored across stocks, bonds, mutual funds, and real estate to align with client goals and risk. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL FRANCIS BANASIAK
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4973485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,644,064 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,644,064 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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