RIA Intel›Advisers›New Jersey›OMNI 360 WEALTH, INC.

OMNI 360 WEALTH, INC.

Advisory

N·PLAINSBORO, NJ

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$426M

1-Year AUM Growth

+90.3%

3-Year CAGR

+28.6%

Employees

5

Assets Under Management

Total AUM$426M

Discretionary AUM$425M

Non-Discretionary AUM$768K

Discretionary %99.8%

Total Clients375

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record16

First FilingMay 4, 2021

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OMNI 360 WEALTH, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.