OMNIA FAMILY WEALTH, LLC

CRD 170909 · SEC 801-79590

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18851 NE 29TH AVENUE, SUITE 400, AVENTURA, FL, 33180, United States

Phone

305-602-9080

Fax

305-602-9090

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$994.6M

Discretionary AUM

$814.0M

Team

10 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	70	$29.2M
High net worth individuals	92	$780.9M
Pooled investment vehicles	2	$167.3M

States served

LA, NJ, NY, NC, PA, TX, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/OMNIA-FAMILY-WEALTH
HTTPS://WWW.FACEBOOK.COM/OMNIAWEALTH/
HTTPS://TWITTER.COM/OMNIAWEALTH?LANG=EN
https://www.youtube.com/channel/UCSCJvWr4BYkqqWAsnvVE-xQ
HTTPS://OMNIAWEALTH.COM

Official SEC filing: View on IAPD