OMNIA FAMILY WEALTH, LLC
CRD #170909 SEC #801-79590 AVENTURA, FL 305-602-9080
SEC Registered Private Funds
Total AUM
$859.2M
Discretionary
$734.3M
Employees
9
Clients
10
Accounts
1,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $859.2M | $734.3M | $124.9M | 9 | 34 |
| May 2025 | $859.2M | $734.3M | $124.9M | 9 | 34 |
| Mar 2025 | $859.2M | $734.3M | $124.9M | 9 | 34 |
| Jan 2025 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| Aug 2024 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| Jul 2024 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| Jun 2024 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| May 2024 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| Apr 2024 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| Mar 2024 | $759.7M | $640.1M | $119.6M | 9 | 0 |
| Jul 2023 | $722.1M | $602.2M | $119.9M | 10 | 0 |
| Apr 2023 | $722.1M | $602.2M | $119.9M | 10 | 0 |
| Mar 2023 | $722.1M | $602.2M | $119.9M | 10 | 0 |
| Mar 2022 | $677.9M | $590.8M | $87.2M | 9 | 30 |
| Mar 2021 | $610.5M | $522.8M | $87.7M | 8 | 0 |
| Jun 2020 | $667.4M | $575M | $92.4M | 8 | 0 |
| Apr 2020 | $667.4M | $575M | $92.4M | 8 | 0 |
| Mar 2020 | $667.4M | $575M | $92.4M | 8 | 0 |
| Apr 2019 | $583.7M | $507.4M | $76.3M | 7 | 0 |
| Mar 2019 | $583.7M | $507.4M | $76.3M | 7 | 0 |
| Aug 2018 | $563.9M | $467M | $96.9M | 7 | 0 |
| Jul 2018 | $563.9M | $467M | $96.9M | 6 | 0 |
| Mar 2018 | $556M | $459.2M | $96.9M | 6 | 0 |
| Aug 2017 | $508.5M | $455.4M | $53M | 6 | 26 |
| Mar 2017 | $508.5M | $455.4M | $53M | 6 | 26 |
| Mar 2016 | $365.8M | $227.7M | $138.1M | 5 | 26 |
| Oct 2015 | $225M | $180M | $45M | 5 | 0 |
| Sep 2015 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$859.2M
Discretionary$734.3M
Non-Disc.$124.9M
Employees9
Clients34
DateMay 2025
Total AUM$859.2M
Discretionary$734.3M
Non-Disc.$124.9M
Employees9
Clients34
DateMar 2025
Total AUM$859.2M
Discretionary$734.3M
Non-Disc.$124.9M
Employees9
Clients34
DateJan 2025
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateAug 2024
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateJul 2024
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateJun 2024
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateMay 2024
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateApr 2024
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateMar 2024
Total AUM$759.7M
Discretionary$640.1M
Non-Disc.$119.6M
Employees9
Clients0
DateJul 2023
Total AUM$722.1M
Discretionary$602.2M
Non-Disc.$119.9M
Employees10
Clients0
DateApr 2023
Total AUM$722.1M
Discretionary$602.2M
Non-Disc.$119.9M
Employees10
Clients0
DateMar 2023
Total AUM$722.1M
Discretionary$602.2M
Non-Disc.$119.9M
Employees10
Clients0
DateMar 2022
Total AUM$677.9M
Discretionary$590.8M
Non-Disc.$87.2M
Employees9
Clients30
DateMar 2021
Total AUM$610.5M
Discretionary$522.8M
Non-Disc.$87.7M
Employees8
Clients0
DateJun 2020
Total AUM$667.4M
Discretionary$575M
Non-Disc.$92.4M
Employees8
Clients0
DateApr 2020
Total AUM$667.4M
Discretionary$575M
Non-Disc.$92.4M
Employees8
Clients0
DateMar 2020
Total AUM$667.4M
Discretionary$575M
Non-Disc.$92.4M
Employees8
Clients0
DateApr 2019
Total AUM$583.7M
Discretionary$507.4M
Non-Disc.$76.3M
Employees7
Clients0
DateMar 2019
Total AUM$583.7M
Discretionary$507.4M
Non-Disc.$76.3M
Employees7
Clients0
DateAug 2018
Total AUM$563.9M
Discretionary$467M
Non-Disc.$96.9M
Employees7
Clients0
DateJul 2018
Total AUM$563.9M
Discretionary$467M
Non-Disc.$96.9M
Employees6
Clients0
DateMar 2018
Total AUM$556M
Discretionary$459.2M
Non-Disc.$96.9M
Employees6
Clients0
DateAug 2017
Total AUM$508.5M
Discretionary$455.4M
Non-Disc.$53M
Employees6
Clients26
DateMar 2017
Total AUM$508.5M
Discretionary$455.4M
Non-Disc.$53M
Employees6
Clients26
DateMar 2016
Total AUM$365.8M
Discretionary$227.7M
Non-Disc.$138.1M
Employees5
Clients26
DateOct 2015
Total AUM$225M
Discretionary$180M
Non-Disc.$45M
Employees5
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0