Omnitrust Wealth Management, Inc.
● SEC registered since 2025CRD 298025SEC# 801-134942Jacksonville, FL
Reg. AUM
$107.2M
Employees
1
Accounts
577
Location
Jacksonville, FL
Omnitrust Wealth Management, Inc. assets under management
Omnitrust Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Jacksonville, FL. The firm has been registered since 2025. It reports $107.2 million in regulatory assets under management and employs 1 people.
Omnitrust Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Chris Kurnellas Control | President & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Omnitrust Wealth Management, Inc. manage?
Omnitrust Wealth Management, Inc. reports $107.2 million in regulatory assets under management on its Form ADV.
How many employees does Omnitrust Wealth Management, Inc. have?
Omnitrust Wealth Management, Inc. reports 1 employees.
Where is Omnitrust Wealth Management, Inc. located?
Omnitrust Wealth Management, Inc. is based in Jacksonville, FL and has been SEC-registered since 2025.
Does Omnitrust Wealth Management, Inc. disclose fund performance?
Omnitrust Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9428 Baymeadows Road, Suite 100, Jacksonville, FL 32256 |
| Phone | 904-619-4351 |
| Fax | 904-683-4957 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.2M▲ 1%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$107.2Mregulatory AUM
Discretionary $101.3MNon-discretionary $5.9M