Omnia Family Wealth

A few facts about our firm as of August 2023:

• We work with nearly 75 families
• We oversee approximately $2.5 billion in client assets
• 10 team members with more than 100 years of
combined experience
• A Chief Investment Officer with decades of global
investment experience to lead and enhance our
investment services for families
• CEO Steven Wagner Named Among Barron’s Top
Advisors in 2023

Our managing partners have also increasingly become thought leaders within the financial media. In the last year, we have contributed to The Wall Street Journal, Barron’s, U.S. News & World Report, Campden FB, Private Asset Management Magazine, and the Miami Herald. 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/