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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- PrimeVital harbor
- Established Date
- 11-18-2019
- Office Locations
- 1
Office Locations
About Omniwealth Investments LLC
OMNIWEALTH Investments is a fee-only fiduciary RIA serving retail and institutional clients with a research-driven, risk-aware value investing approach focused on long-term growth. The team builds financial models to select stocks and ETFs, customizes portfolios around client preferences (including tax and ethical constraints), and provides transparency via quarterly client letters. Clients have a direct line to portfolio managers who invest alongside them.
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Owner & Executives
JOSHUA AARON KNAUSS
Chief Compliance Officer, Managing Director
- CRD
- #4423212
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,512,119 | -- |
| Non-Discretionary | $526,023 | -- |
| Total | $45,038,142 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,038,142
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,152,551,111 | 24.0% |
| Public Funds | $537,857,185 | 11.2% |
| Cash | $417,799,778 | 8.7% |
| Corporate - Non-Investment Grade | $513,845,704 | 10.7% |
| Municipal Bonds | $1,858,488,667 | 38.7% |
| U.S. Government/Agency | $321,753,851 | 6.7% |
| Total | $4,802,296,296 | 100.0% |