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OMNI WEALTH PLANNING, LLC
OMNI WEALTH PLANNING, LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].
OMNI WEALTH PLANNING, LLC
OMNI WEALTH PLANNING, LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].
General information
Firm type
Multi Family Office
Frequently asked questions
Who manages the firm?
The specific principals of OMNI WEALTH PLANNING, LLC are not publicly named in accessible records. The firm is registered with the SEC as an investment advisor, which requires disclosure of key personnel on Form ADV, but those details are not available in this summary.
What services does the firm provide?
OMNI WEALTH PLANNING offers wealth planning services typical of a multi-family office, including portfolio management, tax and estate planning, risk analysis, and investment oversight. The firm tailors these services to the needs of high-net-worth families and individuals.
Is the firm a single-family office or a multi-family office?
Based on its registration as an RIA and the name 'wealth planning,' OMNI WEALTH PLANNING more closely aligns with a multi-family office model, serving multiple families rather than a single wealthy family.
What is the firm's investment strategy?
While detailed strategy is not publicly disclosed, the firm's role as a registered investment advisor suggests a diversified approach across asset classes, likely combining public markets, fixed income, and alternative investments within custom portfolios.
Does the firm have a minimum asset requirement?
No specific minimum asset threshold for clients is publicly stated for OMNI WEALTH PLANNING. RIA firms of this type typically attract clients with substantial, often eight-figure, investable assets.
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