OMNI FINANCIAL LLC
CRD #314670 SEC #801-131556 MADISON, WI 608-467-4333
SEC Registered
Total AUM
$105M
Discretionary
$103.4M
Employees
2
Clients
0
Accounts
607
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $105M | $103.4M | $1.6M | 2 | 0 |
| Feb 2025 | $105M | $103.4M | $1.6M | 2 | 0 |
| Oct 2024 | $106M | $93.5M | $12.5M | 2 | 0 |
DateAug 2025
Total AUM$105M
Discretionary$103.4M
Non-Disc.$1.6M
Employees2
Clients0
DateFeb 2025
Total AUM$105M
Discretionary$103.4M
Non-Disc.$1.6M
Employees2
Clients0
DateOct 2024
Total AUM$106M
Discretionary$93.5M
Non-Disc.$12.5M
Employees2
Clients0