Wealth manager, independent · Aventura, FL
Omnia Family Wealth, LLC
SEC-registered investment adviser · CRD 170909 · SEC 801-79590
At a glance
Omnia Family Wealth, LLC is an SEC-registered investment adviser based in Aventura, Florida, with $995 million in regulatory assets under management as of its Form ADV filed June 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 162 individual clients. By Form ADV it is a wealth manager, ranked 1,559th of 8,915 wealth managers and 5,400th of 17,210 SEC-registered advisers by assets.
Main office 305-602-9080omniawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $995M
- Rank among wealth managers
- #1,559 of 8,915
- Rank among all SEC RIAs
- #5,400 of 17,210
- Rank in Florida
- #273 of 1,090
- Individual clients
- 162
- High-net-worth clients
- 92
- Accounts
- 922
- Discretionary
- 82% of AUM
- Employees
- 10
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Steven A. WagnerManaging Member and Chief Executive Officer
- Michael S. WagnerManaging Member and Chief Operating Officer
- Ivan O. HernandezManaging Member and Chief Compliance Officer
- Alon OzerChief Investment Officer
- Diana C TorreDirector of Operations
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 92 | $781M | 79% |
| Pooled investment vehicles | 2 | $167M | 17% |
| Individuals | 70 | $29M | 3% |
| Charitable organizations | – | $16M | 2% |
| Pension and profit sharing plans | – | $1M | <1% |
Private funds
Omnia Family Wealth, LLC reports 2 private funds with $167M in gross assets: hedge funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Omnia Family Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗omniawealth.com ↗
AtlasMembers
The full record on Omnia Family Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,552 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Omnia Family Wealth, LLC manage?
Omnia Family Wealth, LLC reports $995 million in regulatory assets under management across 922 accounts, 82% of it on a discretionary basis, on its Form ADV filed June 23, 2026.
What kind of firm is Omnia Family Wealth, LLC?
Omnia Family Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Omnia Family Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($781 million, 92 clients); pooled investment vehicles ($167 million, 2 clients); individuals ($29 million, 70 clients).
Does Omnia Family Wealth, LLC manage private funds?
Yes. It reports 2 private funds with $167 million in gross assets, including hedge funds, real estate funds.
Does Omnia Family Wealth, LLC have any disciplinary history?
Omnia Family Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Omnia Family Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →