Ivan Hernandez has been Managing Member and of Omnia Family Wealth since March 2017, is a control person of the firm and directly owns between 10% and 25% of it.
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.
Ivan Hernandez is Co-Founder and Managing Director of Omnia Family Wealth. He has provided wealth management services to ultra-high-net-worth clients for 20 years. As Managing Director-Wealth Structure and Planning, he helps family members understand and implement philanthropic and wealth transfer strategies and works with clients' tax and legal professionals.
Ivan Hernandez’s longest registration was 11 years at UBS Financial Services Inc. (1998–2009). Before joining Omnia Family Wealth in 2015, Ivan Hernandez was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc.
- Omnia Family Wealth, LLCCurrent– present · 11 yearsAventura, FL · Adviser representative · Firm CRD 170909
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsAventura, FL · Adviser representative · Firm CRD 7691
- UBS Financial Services Inc.– · 11 yearsAventura, FL · Adviser representative · Firm CRD 8174
Professional designations
Listed by Omnia Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor in Philanthropy® (CAP®)
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Ivan Hernandez is registered as an investment adviser representative in Florida, since October 2015.
- FloridaSince 8 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 9 March 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 1995 |
| Series 7 | General Securities Representative Examination | 29 June 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ivan Orlando Hernandez
- CRD
- 2630822
- Firm
- Omnia Family Wealth · CRD 170909
- Role
- Managing Member and
- Office
- 18851 NE 29TH AVENUE, SUITE 400, Aventura, FL 33180
- Registration
- Investment adviser registration
- In the industry since
- July 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omniawealth.com
Where does Ivan Hernandez work?
Ivan Hernandez has been Managing Member and of Omnia Family Wealth, LLC since March 2017, and is a control person of the firm.
Is Ivan Hernandez a financial advisor?
Yes. Ivan Hernandez has a current investment-adviser registration in Florida, through Omnia Family Wealth since October 2015.
How many years of experience does Ivan Hernandez have?
Ivan Hernandez has 31 years in the financial industry, since July 1995, across 3 adviser firms.
What exams has Ivan Hernandez passed?
Ivan Hernandez has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 3. The earliest, the Series 7, was passed in June 1995. FINRA credited Ivan Hernandez with the SIE, which began in October 2018.
Where did Ivan Hernandez work before Omnia Family Wealth?
Before Omnia Family Wealth, Ivan Hernandez was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2009 to September 2015; UBS Financial Services Inc., January 1998 to May 2009.
Where is Ivan Hernandez based?
Ivan Hernandez’s registered office is in Aventura, FL.
Is Ivan Hernandez registered with FINRA?
No. Ivan Hernandez has no current broker registration.
Is Ivan Hernandez a CFP?
Omnia Family Wealth lists Ivan Hernandez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ivan Hernandez’s record?
Search CRD 2630822 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ivan Hernandez’s full registration record.
