{
  "crd_number": 170909,
  "slug": "omnia-family-wealth-llc-aventura-fl-170909",
  "primary_business_name": "OMNIA FAMILY WEALTH, LLC",
  "legal_name": "OMNIA FAMILY WEALTH, LLC",
  "dbas": [],
  "city": "Aventura",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-05-01",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 994578445.0,
  "raum_discretionary": 814027140.0,
  "raum_non_discretionary": 180551305.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 15947178.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 29165210.0,
      "count": 70
    },
    "pension_profit_sharing": {
      "raum": 1301694.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 780856004.0,
      "count": 92
    },
    "pooled_investment_vehicles": {
      "raum": 167308359.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/OMNIAWEALTH",
    "https://linkedin.com/COMPANY/OMNIA-FAMILY-WEALTH",
    "https://omniawealth.com",
    "https://twitter.com/OMNIAWEALTH?LANG=EN",
    "https://youtube.com/channel/UCSCJvWr4BYkqqWAsnvVE-xQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170909",
  "city_as_filed": "AVENTURA",
  "url": "https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909",
  "display_name": "Omnia Family Wealth, LLC",
  "summary": "Omnia Family Wealth, LLC is an SEC-registered investment advisory firm in Aventura, FL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Omnia Family Wealth, LLC (CRD 170909): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Omnia Family Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Omnia Family Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Omnia Family Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 23, 2026 states: Flat fee: $10,000 to $100,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Omnia Family Wealth, LLC located?",
      "a": "Omnia Family Wealth, LLC's principal office is in Aventura, FL, according to its Form ADV."
    },
    {
      "q": "Is Omnia Family Wealth, LLC registered with the SEC or a state?",
      "a": "Omnia Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170909."
    },
    {
      "q": "How much does Omnia Family Wealth, LLC manage?",
      "a": "Omnia Family Wealth, LLC reports $994,578,445 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (82% discretionary)."
    },
    {
      "q": "How have Omnia Family Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Omnia Family Wealth, LLC: Regulatory assets under management: $610,523,339 in the October 2021 data and $994,578,445 in the October 2026 data, up 63%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Omnia Family Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (92); individuals (other than high net worth individuals) (70); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Omnia Family Wealth, LLC use?",
      "a": "Omnia Family Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Omnia Family Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170909"
    },
    {
      "q": "Does Omnia Family Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 23, 2026 says: \"Omnia Family Wealth generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Omnia Family Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $859,175,175 to $994,578,445 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 610523339.0,
      "total_employees": 8,
      "filing_date": "2021-03-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 677917450.0,
      "total_employees": 9,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 722102944.0,
      "total_employees": 10,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 759723690.0,
      "total_employees": 9,
      "filing_date": "2024-08-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 859175175.0,
      "total_employees": 9,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 994578445.0,
      "total_employees": 10,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $859,175,175 to $994,578,445 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $10,000 to $100,000 (stand-alone financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Omnia Family Wealth generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 to $100,000 (stand-alone financial planning services)"
        ],
        "quotes": [
          "Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 10000.0,
          "max": 100000.0,
          "period": "one_time",
          "service": "stand-alone financial planning services"
        }
      ]
    },
    "quotes": [
      "Omnia Family Wealth generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor.",
      "Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 29165210.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 92,
      "fewer_than_5": false,
      "raum": 780856004.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 167308359.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1301694.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 15947178.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170909",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}