Omnia Wealth Management LLC

Omnia Wealth Management LLC (CRD# 326261) is a financial advisory firm headquartered in , . They manage $202,500,000 in 122 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/omnia-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $1,659,836
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Omnia Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Knowlton, financial advisor Scottsdale AZ
Thomas E. Knowlton
CRD#: 1801597
Scottsdale, AZ

Thomas Knowlton (CRD# 1801597) is an Investment Advisor Representative working at Omnia Wealth Management LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.

2
Trent White, financial advisor Scottsdale AZ
Trent R. White
CRD#: 5592137
Scottsdale, AZ

Trent White (CRD# 5592137) is an Investment Advisor Representative working at Omnia Wealth Management LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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