OMNIA FAMILY WEALTH, LLC

RIASEC RegisteredEst. 2014
Total AUM
$995M
Discretionary
$814M
82% of AUM
Avg account
$1.1M
Accounts
922
Employees
10
Advisory reps
6

Firm details

Headquarters
AVENTURA, Florida
CRD number
170909
Registered since
May 1, 2014
Website
omniawealth.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.51%
  • Pooled Investment Vehicles16.82%
  • Individuals2.93%
  • Charitable Organizations1.6%
  • Pension & Profit Sharing Plans0.13%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Omnia Family Wealth, LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2014. The firm positions itself as a capital allocator serving individuals, families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional accounts, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. Omnia is not identified as an active ESG investor and operates under a single-owner structure. The firm was noted by FA Magazine as a Top RIA Firms outlet in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Other 24%, Private Funds 17%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%38%
  • Exchange Traded Equities38%
  • Other24%
  • Private Funds17%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents6%

Owners & executives

2 of 2

  • MICHAEL WAGNER

    Co-Founder and Chief Operating OfficerCRD 4808259

  • Alon Ozer

    Chief Investment OfficerCRD 6887779

Contacts

3 of 4

  • DIANA TORRE

    Director of Client ServicesCRD 2390481

  • Lawrence Muscant

    Executive Vice PresidentCRD 7959292

  • IVAN HERNANDEZ

    Co-FounderCRD 2630822

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$256M in ETFs

Passive

100%

$256M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$104M323,53040.52%
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Location

Primary office

AVENTURA, FL

MIAMI DADE

Location

AVENTURA, FL

Headquartered in AVENTURA, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
18851 NE 29th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth