Steven Wagner
Omnia Family Wealth · Aventura, Florida
Steven Wagner is a fee-only financial advisor at Omnia Family Wealth in Aventura, Florida. Steven 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, NC · CRD 825793 |
| Exams passed | Series 63 (1983) · Series 65 (2005) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | omniawealth.com |
| Profile |
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Questions about Steven
Is Steven Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Omnia Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Wagner based?
Steven Wagner is based in Aventura, Florida.
What does Steven specialize in?
Steven's specialties include estate & legacy planning, tax planning and family wealth transfer. Steven works with multi-generational families.
Is Steven Wagner registered with the SEC?
Yes. Steven Wagner is registered as an investment adviser representative in FL and NC (CRD 825793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Omnia Family Wealth manage?
Omnia Family Wealth reports $994.6M across 922 accounts in assets under management.
How do I contact Steven Wagner?
Through Steven'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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