# Omnia Family Wealth

Omnia Family Wealth is a Multi Family Office based in Aventura, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Aventura, United States
- **Region:** North America
- **Address:** 18851 NE 29th Ave, Ste 400, Aventura, FL 33180, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** omniawealth.com
- **LinkedIn:** https://www.linkedin.com/company/omnia-family-wealth

## Regulatory record

- **CRD number:** 170909
- **SEC file number:** 801-79590
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170909

## About

Steven Wagner, Michael Wagner and Ivan Hernandez launched Omnia Family Wealth in 2015 after a combined 70 years at Merrill Lynch and a boutique fixed-income firm. The three founders structured the firm as an independent RIA to reduce conflicts and center advice on family governance and multi-generational planning. The firm allocates across private equity, real estate, hedge funds, private credit, fund-of-funds and commodities. Its process treats future outcomes as ranges rather than point forecasts and applies systematic allocation rules. Geographic exposure remains concentrated in North America. No specific portfolio holdings or co-investors appear in public materials. The firm lists eight professionals on its site, including Partner Lawrence Muscant and Director of Client Services Diana Torre. It maintains one office in Aventura, Florida. Michael Wagner serves on the boards of the Ultra High Net Worth Institute and the Institute for the Fiduciary Standard. Omnia’s structure keeps investment decisions inside the RIA rather than through external product platforms, and three generations of the Wagner family participate in management.

## Sectors

- Energy Transition & Renewables
- Healthcare Services
- Industrial Tech
- FinTech

## People

- Steven Wagner — Co-Founder and Chief Executive Officer
- Michael Wagner — Co-Founder and Chief Operating Officer
- Ivan Hernandez — Co-Founder and Managing Director of Wealth Structure and Planning
- Alon Ozer — Partner, Chief Investment Officer

## Questions

### Who runs investment decisions at Omnia Family Wealth?

Alon Ozer serves as Partner and Chief Investment Officer. Steven Wagner and Michael Wagner retain oversight as co-founders. The firm does not disclose an investment committee roster.

### How does Omnia Family Wealth source proprietary deal flow?

The firm relies on relationships with strategic business partners and its founders’ prior Merrill Lynch network. No club or proprietary pipeline details are published.

### Does Omnia Family Wealth participate in fund commitments or only direct deals?

Public materials list both fund-of-funds and direct strategies. No allocation split or commitment sizes are disclosed.

### What investment stages does Omnia Family Wealth typically target?

The firm covers private equity and private credit without stage restrictions stated. Real estate and hedge fund exposure appear alongside.

## Related profiles

- [Aufman Associates Inc.](https://altss.com/profile/aufman-associates-inc)
- [Huizenga Capital Management](https://altss.com/profile/huizenga-capital-management)

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Last updated: 2026-07-06T01:24:22.457Z

Canonical page: https://altss.com/profile/omnia-family-wealth-llc

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