# Omnia Family Wealth, LLC

> 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.

- CRD: 170909
- Filed as: OMNIA FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170909
- AdvisorCensus page: https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909

## Quick answers

**How is Omnia Family Wealth, LLC compensated?**
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).

**How much does Omnia Family Wealth, LLC charge?**
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.

**Where is Omnia Family Wealth, LLC located?**
Omnia Family Wealth, LLC's principal office is in Aventura, FL, according to its Form ADV.

**Is Omnia Family Wealth, LLC registered with the SEC or a state?**
Omnia Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170909.

**How much does Omnia Family Wealth, LLC manage?**
Omnia Family Wealth, LLC reports $994,578,445 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (82% discretionary).

**How have Omnia Family Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Omnia Family Wealth, LLC serve?**
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).

**Which custodians does Omnia Family Wealth, LLC use?**
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.

**Does Omnia Family Wealth, LLC report any disciplinary disclosures?**
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

**Does Omnia Family Wealth, LLC state an account minimum?**
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."

**What changed in Omnia Family Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $859,175,175 to $994,578,445 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 23, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Omnia Family Wealth generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor.

- Flat fee: $10,000 to $100,000 (stand-alone financial planning services)

> Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $994,578,445
- Discretionary: $814,027,140
- Non-discretionary: $180,551,305

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $29,165,210 |
| High net worth individuals | 92 | $780,856,004 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $167,308,359 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,301,694 |
| Charitable organizations | Fewer than 5 | $15,947,178 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NC, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- omniawealth.com
- Facebook @OMNIAWEALTH
- LinkedIn @OMNIA-FAMILY-WEALTH
- X @OMNIAWEALTH
- YouTube @UCSCJvWr4BYkqqWAsnvVE-xQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $610,523,339 | 8 | March 21, 2021 |
| October 2022 | $677,917,450 | 9 | March 18, 2022 |
| October 2023 | $722,102,944 | 10 | July 19, 2023 |
| October 2024 | $759,723,690 | 9 | August 27, 2024 |
| October 2025 | $859,175,175 | 9 | June 27, 2025 |
| October 2026 | $994,578,445 | 10 | June 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $859,175,175 to $994,578,445 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omnia Family Wealth, LLC (CRD 170909): Form ADV filing data as of October 2026.