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Building 2OMNI WEALTH ADVISORS, LLC

Map pinTAMPA, FL
Phone813-281-0028
NotebookSEC #801-68583
Total AUM
$45.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5401 W. KENNEDY BLVD.
SUITE 120
TAMPA
FL 33609
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
813-281-0028

ReceiptFinancials

Total AUM
$45.2M
Accounts
290
Discretionary
$40M
Accounts
271
Non-Discretionary
$5.2M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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