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OMNIA FAMILY WEALTH, LLC
OMNIA FAMILY WEALTH, LLC
AVENTURA, Florida
·
5 registered advisors
·
CRD# 170909
SEC# 801-79590
1
305-602-9080
01
Firm Overview
AUM
$760M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at OMNIA FAMILY WEALTH, LLC
5 registered advisors
Alon Ozer
AVENTURA, Florida
CRD# 6887779
Diana C Torre
AVENTURA, Florida
CRD# 2390481
Ivan Orlando Hernandez
AVENTURA, Florida
CFP
CRD# 2630822
Michael Scott Wagner
AVENTURA, Florida
CFP
CRD# 4808259
Steven Alan Wagner
AVENTURA, Florida
CRD# 825793
05
Office Locations
AVENTURA, Florida
5 advisors
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Data sourced from SEC Form ADV filings. OMNIA FAMILY WEALTH, LLC (CRD# 170909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.