OMNIA FAMILY WEALTH, LLC

18851 Ne 29th Avenue
Suite 400
Aventura, Florida 33180
Tel: 305-602-9080

About OMNIA FAMILY WEALTH, LLC

OMNIA FAMILY WEALTH, LLC, formally registered with the SEC as OMNIA FAMILY WEALTH, LLC. The firm was established in 05/01/2014. They have over 2 offices throughout the country.

OMNIA FAMILY WEALTH, LLC is a Aventura, Florida based Financial Planning firm with nearly $759,723,690 assets under management, offering retirement planning & investment advisory services to 1015 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170909
SEC#	801-79590
Assets Managed by Firm	$759,723,690
No. of Clients	1015
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1015	$759,723,690
Individuals (other than high net worth individuals)	55	$34,661,146
High net worth individuals	82	$590,010,787

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