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Omnia Family Wealth logo — Omnia Family Wealth is a multi-family office based in Aventu...

Omnia Family Wealth

Omnia Family Wealth is a multi-family office based in Aventura, Florida.

Founded 2015 United States Aventura, United States 11 employees Finance, Financial Services +1

General Information

Company Name Omnia Family Wealth
Founded Year 2015
Location United States Aventura, United States +1
Employees 11
Industries Finance, Financial Services, Wealth Management
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About Omnia Family Wealth

Omnia Family Wealth is a multi-family office based in Aventura, Florida. Founded in 2015, the firm is committed to placing client interests first by offering independent, multi-generational advice without sales mandates. Their approach involves asking meaningful questions, actively listening, and tailoring their services to address the unique challenges and goals of each family. With over 70 years of collective wealth management experience and three generations represented among the founders, Omnia Family Wealth has attracted large families seeking multi-generational advice. As a registered investment advisor, they provide investment advisory and related services nationally, ensuring compliance with all applicable registration and licensing requirements. For more information, visit www.omniawealth.com.

Taxonomy: Wealth Management, Investment Advice, Financial Planning, Multi Family Office, Tax Planning, Estate Planning, Business Succession Planning

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Omnia Family Wealth Alternatives & Competitors

Omnia Family Wealth vs
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Omnia Family Wealth vs
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FAQ About Omnia Family Wealth

Omnia Family Wealth is a multi-family office based in Aventura, Florida.
Omnia Family Wealth was founded in 2015.
Omnia Family Wealth is headquartered in Aventura, United States.
Omnia Family Wealth operates in the following industries: Finance, Financial Services, Wealth Management.
Omnia Family Wealth has approximately 11 employees.
Top alternatives and competitors to Omnia Family Wealth include Curated Wealth Partners, Maridea Wealth Management, Linea Private Wealth Management, LLC, Keel Point, ILLUMII. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Omnia Family Wealth and Curated Wealth Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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