OMNIA FAMILY WEALTH, LLC

CRD

170909

SEC file #

801-79590

EIN

474980835

DBA names

—

Economics

AUM

$994.6M

AUM band

$500M-$1B

AUM trajectory

'20 · $583.7M

'21 · $667.4M

'22 · $610.5M

'23 · $677.9M

'25 · $859.2M

'26 · $994.6M

'20'26

$583.7M → $994.6M▲ +70%

sec adv history

Client mix

Individuals High Net Worth	92
Individuals Other	70
Pooled Investment Vehicles	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 6 advisors

'22 · 6 advisors

'23 · 5 advisors

'25 · 5 advisors

'26 · 5 advisors

'20'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

AVENTURA FL

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/12/2026

linkedin.com/company/omnia-family-wealth(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WAGNER, STEVEN, ALAN

Top Owner Pct

62.5

Owner Count

Control Persons

WAGNER, STEVEN, ALAN

HERNANDEZ, IVAN, ORLANDO

Solo Advisor Indicator

Succession Risk Solo Owner

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:omniafamily.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001696136

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-04-03

Edgar Last Filing Date

2026-05-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-07

Accession0001951757-26-000792

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3534

Soi Zip Pct 200k Plus

0.1767

Soi Zip Returns 200k Plus

3,000

Soi Zip Total AGI

3,210,702

Census Median Hh Income

84,490

Census High Income Households

2,641

Census Median Age

47.8

Census Pop 65 66 Total

821

Census Total Households

14,456

Census NAICS 523930 Count

Fdic Zip Total Deposits

159,906,178,000

Fdic Zip Branch Count

703

Fdic Zip Top Banks

Safra National Bank of New York

Citibank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

Nfa Member Status

unresolved

nfa basic

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

7,841

Census Median Home Value

448,300

Census NAICS 523930 Employees

Census Unemployed Count

650

Census Zip

33180

Custodian Candidates

Full

Pershing	12
E*trade	4

adv brochure

Edgar Addresses

Mailing

18851 NE 29TH AVENUESUITE 400AVENTURA, FL 33180

Business

18851 NE 29TH AVENUESUITE 400AVENTURA, FL 33180

Edgar EIN

474980835

Edgar Recent Filings

13F-HR2026-05-07 · 0001951757-26-000792

13F-HR2026-01-16 · 0001951757-26-000193

Fdic Zip Branches Raw

NationsBank of Florida, N.A.Miami, FL

Home Savings of America, FSBNorth Miami Beach, FL

Fdic Zip HHI

705.11

Fdic Zip Top Bank Share Pct

16.92

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	54,402
Returns	4,570

Stub 2

AGI	107,773
Returns	2,960

Stub 3

AGI	121,555
Returns	1,970

Soi Zip Total Business Income

116,015

Soi Zip Total Cap Gains

756,727

Soi Zip Total Dividends

173,223

Soi Zip Total Returns

16,980

Top Owner CRD

825793

Trust Company Affiliate