OMNIA FAMILY WEALTH, LLC
CRD #170909 SEC #801-79590 AVENTURA, FL 305-602-9080
SEC Registered Private Funds
Total AUM
$859.2M
Discretionary
$734.3M
Employees
9
Clients
10
Accounts
1,097
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ozer, Alon | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| TORRE, DIANA, C | I | DIRECTOR OF OPERATIONS | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| WAGNER, STEVEN, ALAN | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MEMBER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MEMBER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MEMBER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MEMBER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HERNANDEZ, IVAN, ORLANDO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MEMBER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| WAGNER, MICHAEL, SCOTT | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jun 27, 2025 REGISTERED
Notice Filings (7)
FL LA NC NJ NY PA TX
Address
18851 NE 29TH AVENUESUITE 400
AVENTURA, FL 33180
United States
Phone: 305-602-9080