Allocator Index · CRD 170909

OMNIA FAMILY WEALTH, LLC

Aventura, FL · 305-602-9080 · linkedin.com/company/omnia-family-wealth

SEC IAPD record ↗

Fit score

94

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

92

Other individuals

70

HNW assets

$780.9M

Total AUM

$994.6M

Employees

10

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
OMNIA REAL ESTATE DEBT INCOME FUND, LLCReal Estate Fund$49.8M
OFW LOW BETA, LLCHedge Fund$117.5M