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Lawrence Andrew Muscant

Omnia Family Wealth, LLC

Aventura, FL

CRD 7959292

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Employer firm

Omnia Family Wealth, LLC CRD 170909

$995M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Omnia Family Wealth, Llc

18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-11
  • FL RA
    APPROVED
    Since 2024-12-11

Branch Locations

18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Omnia Family Wealth, Llc Aventura FL 07/2024 Present
The Foundation For Defense Of Democracies Delray Beach FL 01/2014 07/2024
The Nagen Project Delray Beach FL 01/2022 08/2024
  • 07/2024 → Present
    Aventura, FL
  • 01/2014 → 07/2024
    The Foundation For Defense Of Democracies
    Delray Beach, FL
  • 01/2022 → 08/2024
    The Nagen Project
    Delray Beach, FL
Other Businesses

Square One Labs; Investment Related; Israel, Tel Aviv; Advisory Board; due diligence of the portfolio companies and structure setup; 9/1/2024; 5 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-11-22

View on SEC IAPD

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