LP Profile

Omnia Family Wealth

Also known as Omnia

Multi Family Office (MFO)Aventura, United StatesFounded 2015
$800M
Assets Under Management
Aventura
Headquarters
Investment Focus

About Omnia Family Wealth

Omnia Family Wealth is a multi-family office in Aventura, Florida, founded in 2015. It offers wealth management, financial supervisory, portfolio management, consulting and account consolidation services, along with broader financial services. The founders, Steven Wagner, Michael Wagner and Ivan Hernandez, had served clients for more than 70 years combined before they created a firm built around putting families first.

Preferred Investment Types

Hedge FundReal Estate - General

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinancial ServicesFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Omnia Family Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$994.6M
Total Clients
922
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Omnia Family Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Omnia Family Wealth?

Omnia Family Wealth is a multi family office (mfo) based in Aventura, United States, managing approximately $800M in assets.

Where is Omnia Family Wealth headquartered?

Omnia Family Wealth is headquartered in Aventura, United States.

How much does Omnia Family Wealth manage?

Omnia Family Wealth manages approximately $800M in assets under management.

When was Omnia Family Wealth founded?

Omnia Family Wealth was founded in 2015.

What does Omnia Family Wealth invest in?

Omnia Family Wealth focuses on Hedge Fund, Real Estate - General, Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning.

How can I contact Omnia Family Wealth?

Verified contact details, key decision-makers, and investment preferences for Omnia Family Wealth are available on LPbacked. Create a free account to access them.