Michael Wagner has been Managing Member and Chief Operating Officer of Omnia Family Wealth since September 2015, is a control person of the firm and directly owns between 10% and 25% of it. Michael Wagner holds a B.A. in Economics from Brandeis University.
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.
Michael Wagner is Co-Founder and Chief Operating Officer of Omnia Family Wealth. He is responsible for cultivating relationships with each client family and plays a significant role in the firm's investment committee. Before joining Omnia, he was a Private Wealth Advisor at Merrill Lynch and a Financial Advisor at UBS Private Wealth Management.
Michael Wagner’s longest registration is the current one, 11 years at Omnia Family Wealth since 2015. Before joining Omnia Family Wealth in 2015, Michael Wagner 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.– · 2 yearsAventura, FL · Adviser representative · Firm CRD 8174
Professional designations
Listed by Omnia Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Wagner is registered as an investment adviser representative in 3 states. The first approvals date from September 2015; the most recent is Texas, in June 2024.
- FloridaSince 8 October 2015
- North CarolinaSince 9 September 2015
- TexasSince 13 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 October 2006 |
| Series 7 | General Securities Representative Examination | 19 September 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Scott Wagner
- CRD
- 4808259
- Firm
- Omnia Family Wealth · CRD 170909
- Role
- Managing Member and Chief Operating Officer
- Office
- 18851 NE 29TH AVENUE, SUITE 400, Aventura, FL 33180
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omniawealth.com
Where does Michael Wagner work?
Michael Wagner has been Managing Member and Chief Operating Officer of Omnia Family Wealth, LLC since September 2015, and is a control person of the firm.
Is Michael Wagner a financial advisor?
Yes. Michael Wagner has a current investment-adviser registration in Florida, North Carolina and Texas, through Omnia Family Wealth since September 2015.
How many years of experience does Michael Wagner have?
Michael Wagner has 20 years in the financial industry, since September 2006, across 3 adviser firms.
What exams has Michael Wagner passed?
Michael Wagner has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2006. FINRA credited Michael Wagner with the SIE, which began in October 2018.
Where did Michael Wagner work before Omnia Family Wealth?
Before Omnia Family Wealth, Michael Wagner was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2009 to September 2015; UBS Financial Services Inc., October 2006 to May 2009.
Where is Michael Wagner based?
Michael Wagner’s registered office is in Aventura, FL.
Is Michael Wagner registered with FINRA?
No. Michael Wagner has no current broker registration.
Is Michael Wagner a CFP?
Omnia Family Wealth lists Michael Wagner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Wagner’s record?
Search CRD 4808259 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wagner’s full registration record.
