Data / Investment advisers / Florida / Omnia Family Wealth, LLC
Omnia Family Wealth, LLC, Aventura, FL: $995 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Omnia Family Wealth, LLC is an SEC registered investment adviser with its main office in Aventura, Florida and reports $995 million in regulatory assets under management in its Form ADV filed June 23, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 2 private funds.
The request: Watch Omnia Family Wealth, LLC (CRD number 170909): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 170909
- SEC file number
- 801-79590
- SEC status
- Approved, effective May 1, 2014
- Main office
- 18851 Ne 29th Avenue Suite 400, Aventura, FL 33180
- Phone
- (305) 602-9080
- Regulatory AUM
- $994,578,445 in the Form ADV filed June 23, 2026
- Discretionary AUM
- $814,027,140
- Non discretionary AUM
- $180,551,305
- Accounts
- 922
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 2: 1 hedge fund, 1 real estate fund
- Gross assets of private funds
- $167,308,359
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $780.9 million |
| Pooled investment vehicles | 2 | $167.3 million |
| Individuals (other than high net worth individuals) | 70 | $29.2 million |
| Charitable organizations | Fewer than 5 | $15.9 million |
| Pension and profit sharing plans | Fewer than 5 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $994.6 million | March 12, 2026 |
| December 1, 2025 | $859.2 million | June 27, 2025 |
Other advisers in Aventura
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CV Advisors LLC | Aventura | $15.08 billion | 14 | adviserinfo.sec.gov |
| Evolution Wealth Advisors, LLC | Aventura | $1.96 billion | Not listed | adviserinfo.sec.gov |
| Activest Wealth Management, LLC | Aventura | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Fitzroy Investment Advisors LLC | Aventura | $1.04 billion | Not listed | adviserinfo.sec.gov |
| WM Partners, LP | Aventura | $1.02 billion | 9 | adviserinfo.sec.gov |
| Aventura Private Wealth, LLC | Aventura | $374.8 million | 4 | adviserinfo.sec.gov |
| Unison Asset Management LLC | Aventura | $298.2 million | 1 | adviserinfo.sec.gov |
| Harbor Ithaka | Aventura | $171.2 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Aventura, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Omnia Family Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.