Ivan Orlando Hernandez
Investment adviser representative at Omnia Family Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$994.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Omnia Family Wealth, LLCSep 2015 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2015 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Omnia Family Wealth, LLC
$994.6MAssets managed
164Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630822
- Firm CRD
- 170909