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 | — |