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Omnia Family Wealth

TL;DR

Omnia Family Wealth is a multi-family office founded in September 2015 that provides wealth management, financial planning and private fund access to families, trusts and estates.

Aventura, FL
Registered 2014
10 employees
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$995 million
Regulatory AUM
As of ADV filing 2026-06-23
922
Accounts / Clients
162 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
10
Team Size
employees, 5 advisory
12 yrs
Years Registered
First registered 2014
About Omnia Family Wealth

Omnia Family Wealth is a multi-family office founded in September 2015 that provides wealth management, financial planning and private fund access to families, trusts and estates.

Office: 18851 NE 29th Avenue, Suite 400, Aventura, FL.

Best for: Families above $5M wanting integrated planning, estate structuring and manager-selected portfolios

Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD170909
RegistrationSEC-registered
First registration2014
Regulatory AUM$995 million
ADV filing date2026-06-23
Accounts922
Clients162 individual and high-net-worth clients
Employees10
Advisory employees5
Fee modelAsset-based fees of 0.20% to 1.00%; no securities commissions per ADV 2A
Minimum$5,000,000 relationship size, may be reduced at the advisor's discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on team page or in ADV 2A

Source: SEC Investment Adviser Public Disclosure, CRD 170909, as of ADV filing 2026-06-23, pulled October 11, 2026.

Ranked on ProCloser
Advisers, reviews and AI visibility
Advisory representatives5 (SEC IAPD)
Average years in the industry22.3
Representatives with a disclosure2 of 5 (40%)
FINRA-registered representatives0 of 5
High-net-worth share of individual clients57% (ADV 5.D)
Regulatory AUM per advisory rep$199 million
Compensation methodsasset-based, fixed (no commissions or performance fees) (ADV 5.E)
Google Business Profileno exact-name listing with a rating

Sources: SEC IAPD individual records; Form ADV Part 1 filed 06/23/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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