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Omni Financial LLC

● SEC registered since 2024CRD 314670SEC# 801-131556Madison, WI
Export (members)
Reg. AUM
$105M
Employees
2
Accounts
607
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 $105 million in regulatory assets under management and employs 2 people.
www.facebook.com/omnifinancialfreedomView on SEC.gov ↗

Omni Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew Daniel Voeltner ControlManaging Principal / CcoOver 75%2021

Frequently asked questions

How much does Omni Financial LLC manage?

Omni Financial LLC reports $105 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

Address5944 Seminole Centre, Suite 200, Madison, WI 53711
Phone608-467-4333
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103.4M
Non-discretionary$1.6M
Total (RAUM)$105M