Steven Wagner is co-founder and chief executive officer of Omnia Family Wealth in Miami/Aventura. See contact routes.
Steven Wagner is co-founder and chief executive officer of Omnia Family Wealth in Miami/Aventura, and the firm says he has more than 35 years of experience, including prior roles as a managing director at Merrill Lynch’s Private Banking and Investment Group and at UBS Private Wealth Management[1][2]. Omnia describes itself as a multi-family office formed in 2015 to serve wealthy families and private foundations with a conflict-free, family-office model[6][7]. Public sources do not verify a private-market investment thesis by stage, sector, or geography, nor do they disclose a standard check size or lead/follow behavior, which suggests he is primarily a wealth-management executive rather than a venture-style investor[1][2][9]. Omnia is publicly associated with serving families and foundations rather than naming a formal portfolio of startup or private-company investments[1][2][12]. No reliable source in the available material identifies 2-4 named portfolio companies for Wagner or Omnia[1][2][12]. Wagner has been publicly recognized on Barron’s Top 1,200 Financial Advisors list in multiple years, and Omnia says he has also spoken about alternative investments at an industry conferenc
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