Omni Wealth Management

Omni Wealth Management (CRD# 307591) is a financial advisory firm headquartered in West Des Moines, IA. They manage $32,923,434 in 269 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6750 Westown Pkwy., Suite 200, Pmb 363, West Des Moines, IA 50266
https://www.linkedin.com/company/omni-wealth-management
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $122,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Omni Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Michael Banasiak, financial advisor West Des Moines IA
Michael F. Banasiak
CRD#: 4973485
West Des Moines, IA

Michael Banasiak (CRD# 4973485) is an Investment Advisor Representative working at Omni Wealth Management in West Des Moines, IA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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