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Omni 360 Wealth, Inc.

● SEC registered since 2021CRD 124878SEC# 801-121387Plainsboro, NJ
Export (members)
Reg. AUM
$324.5M
Employees
6
Accounts
881
Location
Plainsboro, NJ

Omni 360 Wealth, Inc. assets under management

Omni 360 Wealth, Inc. operates as an SEC-registered investment adviser based in Plainsboro, NJ. The firm has been registered since 2021. It reports $324.5 million in regulatory assets under management and employs 6 people.
omni360advisors.comView on SEC.gov ↗

Omni 360 Wealth, Inc. owners & executives

5 reported
NameTitleOwnershipSince
James Gregory ColitsasVice PresidentUnder 5%2014
Linda Jayne Farinola ControlPresident & Chief Compliance OfficerUnder 5%1996
Omni 360 Advisors, LLC ControlHolding CompanyOver 75%2023
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Frequently asked questions

How much does Omni 360 Wealth, Inc. manage?

Omni 360 Wealth, Inc. reports $324.5 million in regulatory assets under management on its Form ADV.

How many employees does Omni 360 Wealth, Inc. have?

Omni 360 Wealth, Inc. reports 6 employees.

Where is Omni 360 Wealth, Inc. located?

Omni 360 Wealth, Inc. is based in Plainsboro, NJ and has been SEC-registered since 2021.

Does Omni 360 Wealth, Inc. disclose fund performance?

Omni 360 Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ 08536
Phone609-452-0889
Fax609-275-3705
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.5M
Non-discretionary$0
Total (RAUM)$324.5M