# OMNIA FAMILY WEALTH, LLC

OMNIA FAMILY WEALTH, LLC of AVENTURA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 170909
- Type: SEC-registered investment adviser
- SEC file number: 801-79590
- Location: 18851 NE 29TH AVENUE, SUITE 400, AVENTURA, FL, 33180
- Phone: 305-602-9080
- Latest filing: 2026-06-23
- Regulatory AUM: $994.6M
- Discretionary AUM: $814.0M
- Non-discretionary AUM: $180.6M
- Clients: 10
- Accounts: 922

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Alon Ozer | CHIEF INVESTMENT OFFICER | N. Miami Beach, FL |
| Steven Alan Wagner | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| Michael Scott Wagner | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| Ivan Orlando Hernandez | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Diana C Torre | DIRECTOR OF OPERATIONS | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| WAGNER STEVEN ALAN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| WAGNER MICHAEL SCOTT | MANAGING MEMBER AND CHIEF OPERATING OFFICER; MEMBER | — |
| HERNANDEZ IVAN ORLANDO | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Ozer Alon | CHIEF INVESTMENT OFFICER | — |
| TORRE DIANA C | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170909/similar
- Related entities: https://search.stillhousedata.com/firm/170909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.