# Alon Ozer

> Alon Ozer is a fee-only financial advisor at Omnia Family Wealth in Aventura, Florida. Alon focuses on estate & legacy planning, tax planning and family wealth transfer. Omnia Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alon-ozer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Omnia Family Wealth
- **Based in:** Aventura, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $994.6M across 922 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6887779 (https://adviserinfo.sec.gov/individual/summary/6887779)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2017)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://omniawealth.com

## Frequently asked questions

### Is Alon Ozer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alon holds no broker registration, and Omnia Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alon charge for financial advice?

Alon's firm, Omnia Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alon Ozer based?

Alon Ozer is based in Aventura, Florida.

### What does Alon specialize in?

Alon's specialties include estate & legacy planning, tax planning and family wealth transfer. Alon works with multi-generational families.

### Is Alon Ozer registered with the SEC?

Yes. Alon Ozer is registered as an investment adviser representative in FL (CRD 6887779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Omnia Family Wealth manage?

Omnia Family Wealth reports $994.6M across 922 accounts in assets under management.

### How do I contact Alon Ozer?

Through Alon's website, omniawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6887779): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://omniawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.