Alon Ozer has been Chief Investment Officer of Omnia Family Wealth since August 2018, is a control person of the firm and directly owns under 5% of it. Alon Ozer holds a Bachelor's degree in Business Management with a major in Finance from Center for Academic Studies.
Omnia Family Wealth, LLC is an Aventura, FL firm with $995M under management, 164 clients and 5 advisers across 2 offices, as of its June 2026 filing.
Alon Ozer is Partner, Chief Investment Officer of Omnia Family Wealth. With more than twenty years of global investment experience, he spearheads the firm's investment strategy and portfolio implementation for families. Before Omnia, he was Chief Investment Officer of The Foundation of the Greater Miami Jewish Federation.
Alon Ozer’s longest registration is the current one, 8 years at Omnia Family Wealth since 2018. Before joining Omnia Family Wealth in 2018, Alon Ozer was registered through Five Oaks Advisory LLC.
- Omnia Family Wealth, LLCCurrent– present · 8 yearsAventura, FL · Adviser representative · Firm CRD 170909
- Five Oaks Advisory LLC– · under a yearN. Miami Beach, FL · Adviser representative · Firm CRD 291600
Investment adviser representative registrations
Alon Ozer is registered as an investment adviser representative in Florida, since September 2018.
- FloridaSince 25 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6887779
- Firm
- Omnia Family Wealth · CRD 170909
- Role
- Chief Investment Officer
- Office
- 18851 NE 29TH AVENUE, SUITE 400, Aventura, FL 33180
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omniawealth.com
Where does Alon Ozer work?
Alon Ozer has been Chief Investment Officer of Omnia Family Wealth, LLC since August 2018, and is a control person of the firm.
Is Alon Ozer a financial advisor?
Yes. Alon Ozer has a current investment-adviser registration in Florida, through Omnia Family Wealth since September 2018.
How many years of experience does Alon Ozer have?
Alon Ozer has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Alon Ozer passed?
Alon Ozer passed the Series 65 in January 2017.
Where did Alon Ozer work before Omnia Family Wealth?
Before Omnia Family Wealth, Alon Ozer was registered through Five Oaks Advisory LLC, February 2018 to August 2018.
Where is Alon Ozer based?
Alon Ozer’s registered office is in Aventura, FL.
Is Alon Ozer registered with FINRA?
No. Alon Ozer has no current broker registration.
How can I verify Alon Ozer’s record?
Search CRD 6887779 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alon Ozer’s full registration record.
