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AO

Alon Ozer

OMNIA FAMILY WEALTH
Aventura, FL 33180
Some features on this profile are disabled
CRD#: 6887779
AO

Professional summary

Alon Ozer is a registered financial advisor currently at OMNIA FAMILY WEALTH, LLC located in Aventura, Florida.

Alon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alon has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Investment Committee Member; J-Impact Fund I; 11/2021; Review potential fund investments; NE 29TH Ave , 400, Aventura, FL, 33180; Investment Related; 5 hours per month. 2. Square One Labs; Investment Related; Israel, Tel Aviv; Advisor; due diligence of the portfolio companies and structure setup; 9/1/2024; 5 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alon Ozer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 25, 2018 - Present

OMNIA FAMILY WEALTH, LLC

Office #1: 18851 Ne 29th Avenue Suite 400, Aventura, FL 33180
RIA
CRD#: 170909
Aventura, FL
Past

February 7, 2018 - August 22, 2018

FIVE OAKS ADVISORY LLC

RIA
CRD#: 291600
N. Miami Beach, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
OMNIA FAMILY WEALTH, LLC
OMNIA FAMILY WEALTH, LLC | TERESE ADVISORS, LLC

CRD#: 170909 / SEC#: 801-79590

RIA
Registered Investment Advisory firm - (5/1/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/25/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2017
Uniform Investment Adviser Law Examination

Current Firm

OF
OMNIA FAMILY WEALTH, LLC
OMNIA FAMILY WEALTH, LLC | TERESE ADVISORS, LLC

CRD#: 170909 / SEC#: 801-79590

RIA
Registered Investment Advisory firm - (5/1/2014 Approved)
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Contact information

Main Address
18851 Ne 29th Avenue Suite 400, Aventura, FL 33180
Mailing Address
Phone number
(305) 602-9080
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OMNIA FORM ADV2A ("DISLCOSURE BROCHURE") (5/19/2025)

Regulatory assets under management

Total Number of Accounts1,097
AUM (Assets Under Management)$ 859,175,175

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OMNIA FAMILY WEALTH, LLC

CRD#: 170909Aventura, FL 33180

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