Omnia Family Wealth, LLC

Omnia Family Wealth, LLC (CRD# 170909) is a financial advisory firm headquartered in Aventura, FL. They manage $365,778,078 in 358 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $1,021,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NY

Financial Advisors at Omnia Family Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael S. Wagner
CRD#: 4808259
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180
93
Wealthminder
score

Michael Wagner (CRD# 4808259) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 10 years of experience in the finance industry.

2
Ivan O. Hernandez
CRD#: 2630822
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180
86
Wealthminder
score

Ivan Hernandez (CRD# 2630822) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 21 years of experience in the finance industry. Ivan Hernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven A. Wagner
CRD#: 825793
18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180
63
Wealthminder
score

Steven Wagner (CRD# 825793) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 33 years of experience in the finance industry.

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