Alon Ozer
Omnia Family Wealth · Aventura, Florida
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Omnia Family Wealth |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $994.6M across 922 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6887779 |
| Exams passed | Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | omniawealth.com |
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Questions about Alon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Omnia Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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