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OMNIA FAMILY WEALTH, LLC
CRD 170909File 801-79590
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$994.6M
Above cohort median (national)
Discretionary AUM
$814.0M
Non-discretionary $180.6M
Clients
164
922 accounts
Employees
10
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 1, 2014
- Principal office
- 18851 NE 29TH AVENUE, SUITE 400, AVENTURA, FL, 33180
- Phone
- 305-602-9080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $994.6M
- Discretionary AUM
- $814.0M
- Non-discretionary AUM
- $180.6M
- Discretionary accounts
- 826
- Non-discretionary accounts
- 96
- Total accounts
- 922
- AUM per client
- $6.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $15.9M |
| High net worth individuals | 92 | $780.9M |
| Pooled investment vehicles | 2 | $167.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 70 | $29.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.