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Ivan Orlando Hernandez

Omnia Family Wealth, LLC

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About Ivan Orlando Hernandez

Ivan Orlando Hernandez is an investment advisor representative with Omnia Family Wealth, LLC. Ivan has over 25 years of experience in the financial services industry and is a Certified Financial Planner. Ivan is registered to provide investment advisory services in Florida. Prior to joining Omnia Family Wealth, LLC, Ivan was affiliated with PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ivan holds Series 3, 7, 63, and 65 licenses and the SIE.

Firm Information

Ivan Hernandez is currently registered with Omnia Family Wealth, LLC. Omnia Family Wealth, LLC is an investment advisor based in Aventura, FL with approximately $759.7 million in regulatory assets under management. The firm offers financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Their client base includes high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.
Omnia Family Wealth, LLC

18851 NE 29TH AVENUE

AVENTURA, FL 33180

$759.72M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ivan Hernandez’s Registration & Firm History

FL

01/02/2025 - Present

Omnia Family Wealth, LLC (AVENTURA FL)

FL

09/04/2015 - 07/12/2023

PURSHE KAPLAN STERLING INVESTMENTS (Aventura FL)

FL

04/24/2009 - 09/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AVENTURA FL)

FL

01/09/1998 - 05/05/2009

UBS FINANCIAL SERVICES INC. (AVENTURA FL)

NJ

07/18/1995 - 01/28/1998

J. B. HANAUER & CO. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 01/21/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2005

Series 3 - National Commodity Futures Examination

BC

Issued 06/29/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ivan Orlando Hernandez. Review regulatory record here.
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