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
Omnia Wealth Management LLC
By the Numbers
-
Total Assets Under Management203MILLION
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Total Number of Accounts122ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Omnia Wealth Management LLC
1
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 (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.
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