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- Custodian
- Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Vital legacyCrest north +more
- Established Date
- 05-01-2014
- Office Locations
- 3
Office Locations
About Omnia Family Wealth, LLC
Omnia Family Wealth is a Miami-area multi-family office and investment advisor serving families with long-term wealth management and financial legacy planning. The team uses a disciplined, systematic asset-allocation process designed for multiple market outcomes, implemented across ETFs and public and private funds. Known for transparent communication and its “Omnia Observations” market commentary, and has been featured in Barron’s and The Wall Street Journal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN ALAN WAGNER
Chief Executive Officer, Managing Member
- CRD
- #825793
- Ownership
- 50% but less than 75%
IVAN ORLANDO HERNANDEZ
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2630822
- Ownership
- 10% but less than 25%
Crest eagle
Vital zenith
- CRD
- #16795
- Ownership
- 38.8%
Showing 2 of 5 owners & executives
Unlock allContacts
Lindsay Abraham
Advisory Associate
- CRD
- --
IVAN ORLANDO HERNANDEZ
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2630822
Meridian pioneer
Vector wave
- CRD
- #92719
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $814,027,140 | $985,505 |
| Non-Discretionary | $180,551,305 | $1,880,743 |
| Total | $994,578,445 | $1,078,718 |
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Separately Managed Accounts
Total SMA Asset: $827,270,086
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $358,078,152 | 10.5% |
| Other | $603,617,456 | 17.7% |
| Private Funds | $392,180,833 | 11.5% |
| Public Funds | $334,206,275 | 9.8% |
| Cash | $549,053,166 | 16.1% |
| Corporate - Investment Grade | $429,693,782 | 12.6% |
| Municipal Bonds | $562,694,238 | 16.5% |
| U.S. Government/Agency | $180,744,210 | 5.3% |
| Total | $3,410,268,112 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY ZENITH BRIDGE | FOCUS MATRIX | TZJS94RYR | PLQ | 7.94% | $8,511,711 |
| MATRIX EAGLE | OAK VALUE | 7080UULEK | PZITV | 8.72% | $16,541,846 |
| MATRIX LEGACY MATRIX | SIGNAL SIGNAL | 7KRQ5B0KU | JAEU | 3.19% | $96,040,785 |
| ZENITH UNISON OPTIMA | OAK PATHWAY | OVAL81FQ0 | TGRL | 5.23% | $108,765,598 |
| EMBER NORTH | WAVE CAPITAL | MIRES7YAF | QFMZT | 4.62% | $96,688,989 |
| TIMBER PEAK EMBER | ELEMENT PEAK | KLUSMOTNO | AXH | 9.38% | $13,315,008 |
| VITAL BEACON | PIONEER CAPITAL | JUK79A16A | EXJQ | 1.42% | $70,154,592 |
| GLACIER NORTH CREST | LEGACY ALPHA | VKIP7JZ50 | YXWJ | 5.54% | $30,110,655 |