Omni Financial LLC
Omni Financial LLC is an SEC-registered mass-market adviser in Madison, WI with $116.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Omni Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314670, SEC 801-131556, data through 2026-01-09.
- AUM (assets under management / regulatory AUM)
- $116.9M (2026-01-09)
- Firm type
- Mass-Market Adviser
- Location
- Madison, WI
- Employees
- 2
- Clients
- 526
- CRD
- 314670
- Ownership
- VOELTNER, ANDREW, DANIEL
How much AUM does Omni Financial LLC have?
Omni Financial LLC reported $116.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-09).
Who owns Omni Financial LLC?
Disclosed owners and executives of Omni Financial LLC include VOELTNER, ANDREW, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.