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Michael Scott Wagner

Omnia Family Wealth, LLC

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About Michael Scott Wagner

Michael Scott Wagner is a financial advisor in Aventura, Florida. Michael is a Certified Financial Planner and has over 15 years of experience in the financial industry. Michael is currently registered with Omnia Family Wealth, LLC and has also worked with firms like UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Purshe Kaplan Sterling Investments. Michael specializes in providing financial planning, portfolio management, and investment management services. Michael has a strong track record of helping clients achieve their financial goals.

Firm Information

Michael Wagner 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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Michael Wagner’s Registration & Firm History

FL

06/13/2024 - 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

09/20/2006 - 05/05/2009

UBS FINANCIAL SERVICES INC. (AVENTURA FL)

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Licenses & Designations

BOTH

Issued 10/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Scott Wagner.
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