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Building 2OMNIA FAMILY WEALTH, LLC

Map pinAVENTURA, FL
Phone305-602-9080
NotebookSEC #801-79590
Total AUM
$994.6M
Employees
10
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18851 NE 29TH AVENUE
SUITE 400
AVENTURA
FL 33180
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
305-602-9080
Other Offices
1

ReceiptFinancials

Total AUM
$994.6M
Accounts
922
Discretionary
$814M
Accounts
826
Non-Discretionary
$180.6M
Accounts
96

ContactClients

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Individual Clients
70
AUM
$29.2M
HNW Individual Clients
92
AUM
$780.9M
Pooled Vehicle Clients
2
AUM
$167.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$15.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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