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OMNI FINANCIAL LLC

CRD 314670 · SEC 801-131556

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5944 SEMINOLE CENTRE, SUITE 200, MADISON, WI, 53711, United States

Phone

608-467-4333

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$116.9M

Discretionary AUM

$115.3M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; ONGOING FINANCIAL PLANNING FEES

Org form

Limited Liability Company

Filing date

2026-01-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals411$36.3M
High net worth individuals115$73.6M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD