OMNI WEALTH ADVISORS, LLC
CRD #142404 SEC #801-68583 TAMPA, FL 813-281-0028
SEC Registered
Total AUM
$45.2M
Discretionary
$40M
Employees
1
Clients
11
Accounts
290
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HERSHBERGER, BRIAN, KELLY | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERSHBERGER, BRIAN, KELLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERSHBERGER, BRIAN, KELLY | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERSHBERGER, BRIAN, KELLY | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERSHBERGER, BRIAN, KELLY | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERSHBERGER, BRIAN, KELLY | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERSHBERGER, BRIAN, K | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OUTLOOK FINANCIAL ADVISORS, INC. | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| OUTLOOK FINANCIAL ADVISORS, INC. | DE | HOLDING COMPANY | E | Control |
| OUTLOOK FINANCIAL ADVISORS, INC. | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| OUTLOOK FINANCIAL ADVISORS, INC. | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| OUTLOOK FINANCIAL ADVISORS, INC. | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| OUTLOOK FINANCIAL ADVISORS, INC. | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HERSHBERGER, BRIAN, KELLY | I | OUTLOOK FINANCIAL ADVISORS, INC. | E | Control |
| HERSHBERGER, BRIAN, KELLY | I | OUTLOOK FINANCIAL ADVISORS, INC. | E | Control |
| HERSHBERGER, BRIAN, KELLY | I | OUTLOOK FINANCIAL ADVISORS, INC. | E | Control |
| HERSHBERGER, BRIAN, KELLY | I | OUTLOOK FINANCIAL ADVISORS, INC. | E | Control |
| HERSHBERGER, BRIAN, KELLY | I | OUTLOOK FINANCIAL ADVISORS, INC. | E | Control |
| HERSHBERGER, BRIAN, KELLY | I | OUTLOOK FINANCIAL ADVISORS, INC. | E | Control |
Registrations
Federal
IA
Feb 23, 2012 REGISTERED
Notice Filings (2)
FL GA
Address
5401 W. KENNEDY BLVD.SUITE 120
TAMPA, FL 33609
United States
Phone: 813-281-0028