Omnia Family Wealth is a multi-family office based in Aventura, Florida. Our firm is comprised of financial industry veterans who decided they wanted to be able to freely place their clients’ interests first. The firm was formed from a desire to provide independent, multi-generational advice without sales mandates. We work with families to provide wealth guidance for challenges they face now, and the challenges their children may face in the coming years. The most important thing we do is ask questions, and then listen intently. The answers to these questions define the mandate for each family: *What does your money mean to you? *What do you want your wealth to accomplish? *What are the immediate challenges that worry you? *What are your dreams? *What do you want your legacy to be? *Who do you want to inherit your wealth? Is it your children? Is it your philanthropy? Is it your family foundation? Do you have extended family? With more than 70 years of collective wealth management experience, we know what works best for families, and what doesn’t. With three generations represented among the founders, we’ve attracted large families who are seeking multi-generational advice. Omnia Family Wealth, LLC is a registered investment advisor. Omnia Family Wealth provides investment advisory and related services for clients nationally. Omnia Family Wealth will maintain all applicable registration and licenses as required by the various states in which Omnia Family Wealth conducts business. For additional information, please visit our website at www.omniawealth.com. For award disclosures, please visit: https://omniawealth.com/awards-disclosures/
View Top Employees from Omnia Family WealthWebsite | http://www.omniawealth.com |
Revenue | $5.4 million |
Employees | 13 (13 on RocketReach) |
Founded | 2015 |
Address | 18851 NE 29th Ave Ste 400, Aventura, Florida 33180, US |
Phone | (305) 602-9080 |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Investment Advice, Financial Planning, Multi Family Office |
Web Rank | 20 Million |
Competitors | Gerber Kawasaki Wealth & Investment Management, Gratus Capital, WrapManager, Inc |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Omnia Family Wealth employee's phone or email?
The Omnia Family Wealth annual revenue was $5.4 million in 2024.
Vishail Singh is the Vice President Of Investment of Omnia Family Wealth.
13 people are employed at Omnia Family Wealth.
Omnia Family Wealth is based in Aventura, Florida.
The NAICS codes for Omnia Family Wealth are [52, 52393, 523, 5239].
The SIC codes for Omnia Family Wealth are [628, 62].