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OMNIWEALTH INVESTMENTS LLC
CRD 305142
519 N DERR DRIVE, LEWISBURG, PA, 17837, United States
Phone
570-939-1965
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.0M
Discretionary AUM
$44.5M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $32.2M |
| High net worth individuals | 6 | $11.9M |
| Charitable organizations | 1 | $897K |
All web addresses on file
Official SEC filing: View on IAPD