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Managing Member and Chief Executive Officer · Omnia Family Wealth, LLC

Steven A. Wagner

CRD 825793 · Named on Form ADV at one SEC-registered adviser

At a glance

Omnia Family Wealth, LLC, an SEC-registered wealth manager based in Aventura, FL with $995 million in regulatory assets, lists Steven A. Wagner on its Form ADV as Managing Member and Chief Executive Officer, a control person.

Firms and roles

  • Omnia Family Wealth, LLCManaging Member and Chief Executive OfficerWealth manager · Aventura, FL · $995M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
1995 (31 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Steven’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael S. WagnerManaging Member and Chief Operating Officer, Omnia Family Wealth, LLC
  • Ivan O. HernandezManaging Member and Chief Compliance Officer, Omnia Family Wealth, LLC
  • Alon OzerChief Investment Officer, Omnia Family Wealth, LLC
  • Diana C TorreDirector of Operations, Omnia Family Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.