Omniwealth Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

519 N Derr Dr, Lewisburg, Pennsylvania, ...

Phone Number

(888) 822-6664

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
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1

About Omniwealth Group

OMNIWEALTH GROUP is a fee-only fiduciary investment advisory firm specializing in comprehensive wealth management and risk-managed value investing for high-net-worth clients. The firm emphasizes long-term growth through disciplined ownership of quality businesses, ensuring transparency and alignment of interests by investing alongside their clients. Their investment process includes rigorous research, stress testing, and continuous monitoring to optimize portfolio performance. OMNIWEALTH GROUP aims to provide a straightforward, commission-free investment experience, focusing on the best interests of their clients.Explore more
Omniwealth Group's Social MediaPopular SearchesOmniwealth GroupOmniwealth Investments LLCOmniwealth Group IncSIC Code 62,628NAICS Code 52,523Show more

Omniwealth Group Org Chart

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JK
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Chief Executive Officer & Chief Investment Of...

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Financial Planning Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Omniwealth Group

<$5M
1-10
Private
-
2013
JK
Joshua KnaussCEO & Chief Investment Officer
<$5M
11-50
Private
-
1990
SK
Sara KohrCertified Financial
<$5M
1-10
Private
-
2017
CM
Christopher MerchantPrincipal, Senior Financial Advisor
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
-
CW
Craig WengerCertified Financial Planner (Cfp) & Professional
<$5M
1-10
Private
-
-
JS
James StillCertified Financial Planner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Omniwealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Omniwealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Omniwealth Group.

Omniwealth Group Tech Stack

A closer look at the technologies used by Omniwealth Group

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Frequently Asked Questions Regarding Omniwealth Group

What is Omniwealth Group's official website?
Omniwealth Group's official website is www.omniwealthgroup.com
What is Omniwealth Group's Revenue?
Omniwealth Group's revenue is <$5 Million
What is Omniwealth Group's SIC code?
Omniwealth Group's SIC: 62,628
What is Omniwealth Group's NAICS code?
Omniwealth Group's NAICS: 52,523
How many employees does Omniwealth Group have?
Omniwealth Group has 1-10 employees
What industry does Omniwealth Group belong to?
Omniwealth Group is in the industry of: Finance, Securities Trading
What is Omniwealth Group competition?
Omniwealth Group top competitors include: KMR Wealth Advisory, Clyde Financial Planning, Wenger Financial, JASi Financial
What technology does Omniwealth Group use?
Some of the popular technologies that Omniwealth Group uses are: WooCommerce, WordPress.org, PHP, Eploy
How do I contact Omniwealth Group?
Omniwealth Group contact info: Phone number: (888) 822-6664 Website: www.omniwealthgroup.com
What does Omniwealth Group do?

OMNIWEALTH GROUP is a fee-only fiduciary investment advisory firm specializing in comprehensive wealth management and risk-managed value investing for high-net-worth clients. The firm emphasizes long-term growth through disciplined ownership of quality businesses, ensuring transparency and alignment of interests by investing alongside their clients... . Their investment process includes rigorous research, stress testing, and continuous monitoring to optimize portfolio performance. OMNIWEALTH GROUP aims to provide a straightforward, commission-free investment experience, focusing on the best interests of their clients.Read More

What are Omniwealth Group social media links?
Omniwealth Group Linkedin page
Is Omniwealth Group a public company?
Omniwealth Group is private company therefore does not currently have an official ticker symbol
See more information about Omniwealth Group

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