Investment adviser · CRD 142404
OMNI WEALTH ADVISORS, LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Feb 23, 2012
- Regulatory AUM
- $45.2M Form ADV · Item 5.F
- Client accounts
- 290 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5401 W. KENNEDY BLVD., SUITE 120TAMPA, FL, 33609, United States
CRD 142404
Filing source
Form ADV 615770 · Feb 23, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.