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 families, trusts, estates, charitable organizations, businesses and pooled investment vehicles, providing wealth management, financial planning, and both discretionary and non‑discretionary portfolio management. The firm also offers advisory‑only services and serves as general partner and investment manager to private investment funds, with each Fund governed by its Offering Documents. The firm follows a goal‑driven, long‑term approach that emphasizes fundamental analysis, strategic asset allocation and risk budgeting while integrating tax, estate and insurance structuring into portfolio decisions. Omnia conducts manager and operational due diligence (including engagement with Cliffwater, LLC), uses Independent Managers and third‑party platforms to implement strategies, and monitors held‑away and noncustodial assets as part of overall oversight. Omnia is notable among similar team firms for its active role in pooled vehicles and private funds — including serving as fund manager, providing consulting to funds, and receiving performance‑based carried interest — arrangements disclosed in the ADV. The firm also reports substantial non‑GAAP assets under advisement (about $2.144 billion), maintains a typical relationship threshold of $5 million while Funds require accredited/qualified purchaser status, and its marketing includes endorsements and references to third‑party ratings, all of which are uncommon among peers.

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.