Omniwealth Investments LLC

Omniwealth Investments LLC (CRD# 305142) is a financial advisory firm headquartered in Lewisburg, PA. They manage $34,536,124 in 252 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
519 N Derr Drive, Lewisburg, PA 17837
https://omniwealthinvestments.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $137,048
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Omniwealth Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Knauss, financial advisor Lewisburg PA
Joshua A. Knauss
CRD#: 4423212
519 N Derr Drive, Lewisburg, PA 17837

Joshua Knauss (CRD# 4423212) is an Investment Advisor Representative working at Omniwealth Investments LLC in Lewisburg, PA and has over 14 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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