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Steven Wagner

Omnia Family Wealth, LLC
50 Years of Experience
Aventura, FL
6 Disclosures
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Steven Wagner is a registered investment advisor at Omnia Family Wealth, LLC, based in Aventura, FL, with 50 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 164 clients with $990M in assets under management.

Omnia Family Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
164 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$994.6M

Fee Structure

Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.20%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Denied
Customer Dispute
June 1994
Settled
Customer Dispute
June 1993
Settled
Customer Dispute
October 1992
Settled
Regulatory
January 1989
Final
Customer Dispute
May 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven volunteers for the investment committee of the Greater Miami Jewish Federation, spending minimal time per month. He also serves on the advisory board for Adler Real Estate, dedicating minimal time per month to advising on extending the fund if market conditions are unfavorable for selling real estate holdings.

Employment History
Current Registrations
Omnia Family Wealth, LLC
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - May 2025 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - September 2015 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - September 2015 · 6 yrs 5 mos
UBS Financial Services INC.
January 1995 - May 2009 · 14 yrs 4 mos
UBS Financial Services INC.Broker
January 1995 - May 2009 · 14 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1993 - January 1995 · 1 yr 4 mos
Smith Barney Shearson INC.Broker
November 1986 - September 1993 · 6 yrs 10 mos
J. B. Hanauer & CO.Broker
April 1984 - December 1986 · 2 yrs 8 mos
Prudential-Bache Securities INC.Broker
October 1983 - March 1984 · 5 mos
First Miami Securities, INC.Broker
February 1979 - September 1983 · 4 yrs 7 mos
J B Hanauer and COBroker
August 1976 - March 1979 · 2 yrs 7 mos
State Registrations2 states
FLNC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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