OMNIA FAMILY WEALTH, LLC of AVENTURA, FL is an SEC-registered investment adviser (CRD 170909). Regulatory assets under management: $994.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| 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 | — |
Hedge Fund: 1 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| OFW LOW BETA, LLC | Hedge Fund | Delaware | 60 | $117.5M | $1.0M |
| OMNIA REAL ESTATE DEBT INCOME FUND, LLC | Real Estate Fund | Delaware | 63 | $49.8M | $1.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | (305) 602-9080 |