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OMNITRUST WEALTH MANAGEMENT, INC.

JACKSONVILLE, FL · CRD 298025 · IAPD ↗ · 904-619-4351

$107.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — OMNITRUST WEALTH MANAGEMENT, INC. (JACKSONVILLE, FL) is newly SEC-registered with $106.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.