Wealth manager, independent · Plainsboro, NJ
Omni 360 Wealth, Inc.
SEC-registered investment adviser · CRD 124878 · SEC 801-121387
At a glance
Omni 360 Wealth, Inc. is an SEC-registered investment adviser based in Plainsboro, New Jersey, with $426 million in regulatory assets under management as of its Form ADV filed March 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 370 individual clients. By Form ADV it is a wealth manager, ranked 3,303rd of 8,915 wealth managers and 8,509th of 17,210 SEC-registered advisers by assets.
Main office 609-452-0889omni360advisors.comAs filed on Form ADV
- Regulatory AUM
- $426M
- Rank among wealth managers
- #3,303 of 8,915
- Rank among all SEC RIAs
- #8,509 of 17,210
- Rank in New Jersey
- #195 of 392
- Individual clients
- 370
- High-net-worth clients
- 86
- Accounts
- 918
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 4
Owners and executives on its Form ADV
- Linda J. FarinolaPresident
- James G. ColitsasVice President
- Valerie ZaffutoChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 86 | $302M | 71% |
| Individuals | 284 | $100M | 24% |
| Corporations or other businesses | 7 | $15M | 4% |
| Other | 5 | $6M | 1% |
| Charitable organizations | 2 | $1M | <1% |
| Pension and profit sharing plans | 1 | $1M | <1% |
Disciplinary disclosures
Omni 360 Wealth, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗omni360advisors.com ↗
AtlasMembers
The full record on Omni 360 Wealth, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 5,877 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Omni 360 Wealth, Inc. manage?
Omni 360 Wealth, Inc. reports $426 million in regulatory assets under management across 918 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 11, 2026.
What kind of firm is Omni 360 Wealth, Inc.?
Omni 360 Wealth, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Omni 360 Wealth, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($302 million, 86 clients); individuals ($100 million, 284 clients); corporations or other businesses ($15 million, 7 clients).
Does Omni 360 Wealth, Inc. have any disciplinary history?
Omni 360 Wealth, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Omni 360 Wealth, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →