Omnia Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated March 12, 2026, reports $995M in regulatory assets under management, 10 employees, 1 office, and 922 accounts.
Assets Under Management
$995M
Employees
10
Offices
1 office
Total Clients
164
Primary office
AVENTURA, FL
18851 NE 29TH AVENUE, SUITE 400, AVENTURA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
92
2
Individuals
42.7%
70
3
Pooled Investment Vehicles
1.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$995Mas of March 12, 2026
Discretionary81.8%
$814M
82% of total RAUM81.8%
Non-discretionary18.2%
$181M
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$995M
Total Accounts922
10Y AUM Change+$486M (+95.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee16:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.