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Multi-Family OfficeRIA · CRD 339936State-Registered Investment Adviser

Updated:

Omnes Wealth Management

Omnes Wealth Management is a multi family office based in Atlanta; the Altss profile covers its classification, headquarters, registration, AUM band, and key...

Overview

OMNES WEALTH MANAGEMENT LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, GA, United States

Sector focus

Wealth ManagementFinancial PlanningEstate PlanningTax Strategy

Frequently asked questions

Who makes investment decisions at Omnes Wealth Management?

Investment decisions are made by the firm's advisory team, though specific named professionals are not publicly disclosed. Omnes operates as a registered investment advisor with fiduciary duties to its client families.

How does Omnes source investment opportunities?

The firm sources opportunities primarily through third-party relationships in public markets, real estate, and private placements. Deal flow is driven by its advisory network rather than proprietary origination.

Does Omnes make fund commitments or only direct investments?

Omnes uses a mix of public-market funds, separately managed accounts, and direct real estate positions for its clients. Direct-equity co-investments are not prominently documented in public records.

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