A complete list of active advisors currently associated with Omnia Family Wealth, LLC

Warmer can help you find a great advisor at Omnia Family Wealth, LLC or one who fits your needs even better.

Omnia Family Wealth advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and pooled investment vehicles, providing wealth management, financial planning, discretionary and non‑discretionary portfolio management, and advisory‑only services. The firm also offers private fund management and serves as general partner/manager for pooled investment vehicles, with these fund services governed by each Fund’s offering documents. The firm’s investment approach emphasizes fundamental analysis and a goal‑driven framework that balances asset allocation, tax efficiency and risk budgeting, with a primary focus on long‑term outcomes. Omnia Family Wealth typically implements portfolios through a mix of internally selected managers and Independent Managers, conducts third‑party diligence (including engagement with Cliffwater, LLC), and provides ongoing monitoring and discretionary management when authorized. Omnia Family Wealth’s business includes several practices that distinguish it from many peers: it acts as investment manager and general partner to private pooled funds (with side letters limited to fee arrangements currently), recommends those funds to eligible clients without charging an additional management fee, and discloses institutional relationships with custodians that provide economic benefits and platform services. The firm reports approximately $994.6 million in combined assets under management and non‑GAAP assets under advisement of roughly $2.144 billion, and generally requires a minimum relationship size of $5 million, reflecting a focus on larger, high‑net‑worth relationships.

To learn more about the advisors currently working at Omnia Family Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.