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OMNI 360 WEALTH, INC.
CRD 124878 · SEC 801-121387
777 SCUDDER MILLS RD, BLDG 4, STE 101, PLAINSBORO, NJ, 08536, United States
Phone
609-452-0889
Fax
609-275-3705
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.7M
Discretionary AUM
$424.9M
Team
8 total employees; 5 advisory reps; 56 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 284 | $100.1M |
| High net worth individuals | 86 | $302.4M |
| Pension/profit sharing plans | 1 | $768K |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 7 | $15.4M |
States served
DE, GA, MN, NJ, NY, PA, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD