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- Custodian
- Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2014
- Office Locations
- 5
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.
Reported data analysis
What the numbers show
Between June 27, 2025 and June 23, 2026, reported AUM increased 15.8%, from $859.2M to $994.6M.
Across 5 reported observations, AUM increased 46.7% between March 18, 2022 and June 23, 2026, from $677.9M to $994.6M.
Of the latest reported AUM, 81.8% is discretionary and 18.2% is non-discretionary.
The firm reports 5 advisory representatives and 164 clients, or 32.8 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 5 reported office locations and 12 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Omnia Family Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 5 owners & executives
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Lindsay Abraham
Advisory Associate
- CRD
- --
Lindsay Abraham
Advisory Associate
- CRD
- --
Showing 2 of 12 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
SMA allocation detail is available
Omnia Family Wealth, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Omnia Family Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.