Omni Financial LLC
● SEC registered since 2024CRD 314670SEC# 801-131556Madison, WI
Reg. AUM
$116.9M
Employees
2
Accounts
762
Location
Madison, WI
Omni Financial LLC assets under management
Omni Financial LLC operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2024. It reports $116.9 million in regulatory assets under management and employs 2 people.
Omni Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Daniel Voeltner Control | Managing Principal / Cco | Over 75% | 2021 |
Frequently asked questions
How much does Omni Financial LLC manage?
Omni Financial LLC reports $116.9 million in regulatory assets under management on its Form ADV.
How many employees does Omni Financial LLC have?
Omni Financial LLC reports 2 employees.
Where is Omni Financial LLC located?
Omni Financial LLC is based in Madison, WI and has been SEC-registered since 2024.
Does Omni Financial LLC disclose fund performance?
Omni Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5944 Seminole Centre, Suite 200, Madison, WI 53711 |
| Phone | 608-467-4333 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$116.9Mregulatory AUM
Discretionary $115.3MNon-discretionary $1.6M