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OMNI WEALTH PLANNING, LLC
OMNI WEALTH PLANNING, LLC is a US-based RIA offering multi-family office services, wealth planning, and investment management for high-net-worth families.
OMNI WEALTH PLANNING, LLC
OMNI WEALTH PLANNING, LLC is structured as a limited liability company in the United States, registered with the SEC as an investment advisor. The firm offers comprehensive wealth planning services that typically include portfolio management, tax strategy, estate planning, and risk management for families and individuals with complex financial needs. The investment approach at OMNI WEALTH PLANNING likely spans a range of asset classes, including public equities, fixed income, private investments, and alternative assets. Firms of this type often construct bespoke portfolios tailored to each client's objectives and liquidity needs, utilizing both discretionary and non-discretionary mandates. No public disclosures detail the firm's team size, principal names, or specific AUM figures. As a private RIA, OMNI WEALTH PLANNING may serve family offices and high-net-worth clients through direct advisory relationships. The firm's operations and client base remain opaque in public records. A structural differentiator for OMNI WEALTH PLANNING is its independent, non-custodial advisory model, which avoids conflicts inherent at larger bank-owned wealth managers. This allows the firm to offer unbiased fiduciary advice without proprietary product pressure.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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