← Tributary

OMNIA FAMILY WEALTH, LLC

AVENTURA, FL · CRD 170909 · IAPD ↗ · 305-602-9080

$994.6MRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — OMNIA FAMILY WEALTH, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — OMNIA FAMILY WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2024 — OMNIA FAMILY WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.