Omni 360 Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plainsboro, NJ. Its latest Form ADV filing, dated March 11, 2026, reports $426M in regulatory assets under management, 8 employees, 3 offices, and 918 accounts.
Assets Under Management
$426M
Employees
8
Offices
3 offices
Total Clients
385
Primary office
PLAINSBORO, NJ
777 SCUDDER MILLS RD, BLDG 4, STE 101, PLAINSBORO, NJ, United States
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
284
2
HNWI
22.3%
86
3
Corporations
1.8%
7
4
Irrevocable Trusts/Estates
1.3%
5
5
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$426Mas of March 11, 2026
Discretionary99.8%
$425M
100% of total RAUM99.8%
Non-discretionary0.2%
$768K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$426M
Total Accounts918
10Y AUM Change+$319M (+297.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee48:1
10Y Employee Change+5 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.