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Omnia Family Wealth

EST. AUM
$994,578,445

CONTACTS
3

CLIENT ACCOUNTS
922

Firm Details

Metro area Miami
CRD Number 170909
Website omniawealth.com
Client types

Overview

Omnia Family Wealth was founded by Steven Wagner, Michael Wagner, and Ivan Hernandez, who have extensive experience working with wealthy families. With more than 70 years of combined experience, the founders have a rich history of serving many of the most successful families in South Florida. The goal was to create a firm where the philosophy of putting clients first was central to the culture. Omnia was formed in 2015 to better serve clients, and its name, which means "everything," reflects the vision of being a place where families can receive unbiased and unfiltered guidance on all aspects of their financial lives. Today, Omnia Family Wealth serves over 50 families of significant wealth and is recognized as a leader in the family wealth space by the financial media, industry peers, and clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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