Overview
Assets Under Management: $117 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 115
Average Client Assets: $0.6 million
Frequently Asked Questions
OMNI FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314670), OMNI FINANCIAL LLC is subject to fiduciary duty under federal law.
OMNI FINANCIAL LLC is headquartered in MADISON, WI.
OMNI FINANCIAL LLC serves 115 high-net-worth clients according to their SEC filing dated January 09, 2026. View client details ↓
According to their SEC Form ADV, OMNI FINANCIAL LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
OMNI FINANCIAL LLC manages $117 million in client assets according to their SEC filing dated January 09, 2026.
According to their SEC Form ADV, OMNI FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.96%
Average Client Assets: $0.6 million
Total Client Accounts: 762
Discretionary Accounts: 534
Non-Discretionary Accounts: 228
Regulatory Filings
CRD Number: 314670
Filing ID: 2038242
Last Filing Date: 2026-01-09 15:48:16