# OMNI FINANCIAL LLC

OMNI FINANCIAL LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 314670
- Type: SEC-registered investment adviser
- SEC file number: 801-131556
- Location: 5944 SEMINOLE CENTRE, SUITE 200, MADISON, WI, 53711
- Phone: 608-467-4333
- Latest filing: 2026-01-09
- Regulatory AUM: $116.9M
- Discretionary AUM: $115.3M
- Non-discretionary AUM: $1.6M
- Clients: 2
- Accounts: 762

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Daniel Voeltner | MANAGING PRINCIPAL / CCO | — |
| VOELTNER ANDREW DANIEL | MANAGING PRINCIPAL / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314670/similar
- Related entities: https://search.stillhousedata.com/firm/314670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314670

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.