Omnia Family Wealth
Financial Services • 
Aventura, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 18851 NE 29th Ave, Ste 400, Aventura, Florida 33180, US |
| Phone number | +13056029080 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Advice, Risk Management, Tax Planning, Business Succession Planning, Wealth Management, Financial Planning, Estate Planning, Multi Family Office, Business Plannning |
| Founded | 2015 |
| Employees | 11-20 |
| Socials |
Key Contacts at Omnia Family Wealth
Michael Wagner
Co-Founder, Chief Operating Officer
Ivan Hernandez Aep
Co Founder, Managing Director Wealth Structure And Planning
Diana Torre
Director Of Client Services
Steven Wagner
Co Founder, Chief Executive Officer
Omnia Family Wealth Email Formats
Omnia Family Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@omniawealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@omniawealth.com | 80% |
{first name}{last name} | johndoe@omniawealth.com | 20% |
About Omnia Family Wealth
Omnia Family Wealth is a multi-family office based in Aventura, Florida. Our firm is comprised of financial industry veterans who decided they wanted to be able to freely place their clients’ interests first. The firm was formed from a desire to provide independent, multi-generational advice without sales mandates. We work with families to provide wealth guidance for challenges they face now, and the challenges their children may face in the coming years. The most important thing we do is ask questions, and then listen intently. The answers to these questions define the mandate for each family: *What does your money mean to you? *What do you want your wealth to accomplish? *What are the immediate challenges that worry you? *What are your dreams? *What do you want your legacy to be? *Who do you want to inherit your wealth? Is it your children? Is it your philanthropy? Is it your family foundation? Do you have extended family? With more than 70 years of collective wealth management experience, we know what works best for families, and what doesn’t. With three generations represented among the founders, we’ve attracted large families who are seeking multi-generational advice. Omnia Family Wealth, LLC is a registered investment advisor. Omnia Family Wealth provides investment advisory and related services for clients nationally. Omnia Family Wealth will maintain all applicable registration and licenses as required by the various states in which Omnia Family Wealth conducts business. For additional information, please visit our website at www.omniawealth.com. For award disclosures, please visit: https://omniawealth.com/awards-disclosures/
Omnia Family Wealth revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Omnia Family Wealth has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
Omnia Family Wealth has never raised funding before.
Omnia Family Wealth Tech Stack
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Frequently asked questions
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