Omni 360 Wealth, Inc.
● SEC registered since 2021CRD 124878SEC# 801-121387Plainsboro, NJ
Reg. AUM
$425.7M
Employees
8
Accounts
918
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 $425.7 million in regulatory assets under management and employs 8 people.
Omni 360 Wealth, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Gregory Colitsas | Vice President | Under 5% | 2014 |
| Linda Jayne Farinola Control | President | Under 5% | 1996 |
| Omni 360 Advisors, LLC Control | Holding Company | Over 75% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Omni 360 Wealth, Inc. manage?
Omni 360 Wealth, Inc. reports $425.7 million in regulatory assets under management on its Form ADV.
How many employees does Omni 360 Wealth, Inc. have?
Omni 360 Wealth, Inc. reports 8 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
| Address | 777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ 08536 |
| Phone | 609-452-0889 |
| Fax | 609-275-3705 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$425.7M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$425.7Mregulatory AUM
Discretionary $424.9MNon-discretionary $768K