AdFi
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Omnia Family Wealth, LLC

SEC Registered
Aventura, FL305-602-9080
Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
922

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable Organizations

Services

Private funds / alternatives
HedgeReal Estate

Leadership

Steven Alan Wagner
CHIEF COMPLIANCE OFFICER
Michael Scott Wagner
MEMBER
Ivan Orlando Hernandez
MEMBER

Office locations

1 office in 1 state
FL
AventuraHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#170909
SEC Number
801-79590
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee
Minimum: $5,000,000 (waivable)
Asset tierAnnual rate
Up to $10,000,0001.00%
$10,000,001 to $25,000,0000.50%
$25,000,001 to $50,000,0000.40%
$50,000,001 to $100,000,0000.30%
Above $100,000,0000.20%

Data as of June 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Omnia Family Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Omnia Family Wealth in Aventura, FL - Fees & Services