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OMNI FINANCIAL LLC

MADISON, WI · CRD 314670 · IAPD ↗ · 608-467-4333

$116.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2024 — OMNI FINANCIAL LLC (MADISON, WI) is newly SEC-registered with $106.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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