Omnia Family Wealth, LLC

Omnia Family Wealth, LLC (CRD# 170909) is a financial advisory firm headquartered in Aventura, FL. They manage $759,723,690 in 1,015 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180
https://www.linkedin.com/company/omnia-family-wealth
By the Numbers
  • Total Assets Under Management
    760
    MILLION
  • Total Number of Accounts
    1,015
    ACCOUNTS
  • Average Account Value
    $748,496
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NC, NY, PA

Financial Advisors at Omnia Family Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ivan Hernandez, financial advisor Aventura FL
Ivan O. Hernandez
CRD#: 2630822
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180

Ivan Hernandez (CRD# 2630822) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 28 years of experience in the finance industry.

2
Alon Ozer, financial advisor Aventura FL
Alon Ozer
CRD#: 6887779
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180

Alon Ozer (CRD# 6887779) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 7 years of experience in the finance industry.

3
Vishail Singh, financial advisor Aventura FL
Vishail Singh
CRD#: 5719556
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180

Vishail Singh (CRD# 5719556) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 6 years of experience in the finance industry.

4
Michael Wagner, financial advisor Aventura FL
Michael S. Wagner
CRD#: 4808259
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180

Michael Wagner (CRD# 4808259) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 17 years of experience in the finance industry.

5
Steven Wagner, financial advisor Aventura FL
Steven A. Wagner
CRD#: 825793
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180

Steven Wagner (CRD# 825793) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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