Omniwealth Group

Finance · Pennsylvania, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(888) 822-6664

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Omniwealth Group

OMNIWEALTH GROUP is a fiduciary, fee-only wealth management firm that specializes in risk-managed investments aimed at long-term growth for high-net-worth clients. The firm emphasizes transparency and alignment of interests, ensuring that advisors invest alongside their clients. With a disciplined value investing approach, OMNIWEALTH GROUP focuses on purchasing individual securities of quality businesses rather than complex investment products. Their services are designed for discerning clients who prefer a long-term investment horizon and seek clarity in their financial management.Explore more
Omniwealth Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Omniwealth Group Org Chart

PhoneEmail
JK
United States flag for contact location.

Chief Executive Officer & Chief Investment Of...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SE
United States flag for contact location.

Financial Planning Associate

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Omniwealth Group

Compare insights from companies similar to Omniwealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
AH
Amanda HarrisClient Service Specialist
Illustration of an envelope

Omniwealth Group Tech Stack

A closer look at the technologies used by Omniwealth Group

Top Finance Companies

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, Lending & Brokerage
What is Omniwealth Group competition?
Omniwealth Group top competitors include: SHJ Wealth Advisors
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 fiduciary, fee-only wealth management firm that specializes in risk-managed investments aimed at long-term growth for high-net-worth clients. The firm emphasizes transparency and alignment of interests, ensuring that advisors invest alongside their clients. With a disciplined value investing approach, OMNIWEALTH GROUP focuses... on purchasing individual securities of quality businesses rather than complex investment products. Their services are designed for discerning clients who prefer a long-term investment horizon and seek clarity in their financial management.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.