Wanger Omniwealth, Ltd. is a large advisory firm based in Chicago. It manages $180 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado, Illinois, Missouri, and Washington.
Wanger Omniwealth provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wanger Omniwealth, Ltd. is $180 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wanger Omniwealth, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Eric David Wanger has served as the Chief Investment Officer since 1 Jul 2009 and Don E Scott is the Chief Executive Officer of Wanger Omniwealth, Ltd. family office. Inc. Wanger Investment Management joined the executive team most recently as the Member.
The principal office where Wanger Omniwealth, Ltd. performs its advisory services is located at 401 N. Michigan Avenue, Chicago, IL 60611, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-245-8000 or by fax 661-459-2328. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.