Omnia Family Wealth, Llc
- Regulatory AUM
- $995M
- Discretionary
- $814M
- Clients
- 164
- Avg AUM / client
- $6.1M
- Accounts
- 922
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $29.2M | 2.93% |
| High net worth individuals | 92 | $781M | 78.5% |
| Pooled investment vehicles (non-investment companies) | 2 | $167M | 16.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.3M | 0.13% |
| Charitable organizations | Fewer than 5 clients | $15.9M | 1.6% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $135M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ofw Low Beta, Llc master | Hedge Fund | Delaware | $94.9M | 53 |
| Omnia Real Estate Debt Income Fund, Llc | Real Estate Fund | Delaware | $40.2M | 56 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Scott Wagner | Managing Member And Chief Operating Officer | CFP | Sep 2015 (11y) | 10% – 25% |
| Steven Alan Wagner | Managing Member And Chief Executive Officer | Sep 2015 (11y) | 50% – 75% | |
| Ivan Orlando Hernandez | Managing Member And Chief Compliance Officer | CFP | Mar 2017 (9y) | 10% – 25% |
| Alon Ozer | Chief Investment Officer | Aug 2018 (8y) | Less than 5% | |
| Torre, Diana, C | Director Of Operations | Sep 2021 (5y) | Less than 5% | |
| Lawrence Andrew Muscant | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $135M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ofw Low Beta, Llc | Hedge Fund | $94.9M | $1.0M | 53 |
| Omnia Real Estate Debt Income Fund, Llc | Real Estate Fund | $40.2M | $1.0M | 56 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $512M (51% of AUM) Jun 2026
- Fidelity Brokerage Services $145M (22% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗