# Omni 360 Wealth, Inc.

> Omni 360 Wealth, Inc. is an SEC-registered investment advisory firm in Plainsboro, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 124878
- Filed as: OMNI 360 WEALTH, INC.
- Also doing business as: OMNI 360 ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plainsboro, NJ
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124878
- AdvisorCensus page: https://advisorcensus.com/firm/omni-360-wealth-inc-plainsboro-nj-124878

## Quick answers

**How is Omni 360 Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Omni 360 Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Omni 360 Wealth, Inc. charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $1,500 to $18,000 (an initial plan with one year of follow-up); Hourly rate: $320 an hour (financial planning services for partners). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Omni 360 Wealth, Inc. located?**
Omni 360 Wealth, Inc.'s principal office is in Plainsboro, NJ, according to its Form ADV.

**Is Omni 360 Wealth, Inc. registered with the SEC or a state?**
Omni 360 Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 124878.

**How much does Omni 360 Wealth, Inc. manage?**
Omni 360 Wealth, Inc. reports $425,706,926 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Omni 360 Wealth, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Omni 360 Wealth, Inc.: Regulatory assets under management: $107,185,750 in the October 2021 data and $425,706,926 in the October 2026 data, up 297%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Omni 360 Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (284); high net worth individuals (86); corporations or other businesses not listed above (7).

**Which custodians does Omni 360 Wealth, Inc. use?**
Omni 360 Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Omni 360 Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124878

**What changed in Omni 360 Wealth, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $324,524,220 to $425,706,926 (+31%). Registered or notice-filed in DE, GA, MN, SC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Flat fee: $1,500 to $18,000 (an initial plan with one year of follow-up)

> The fixed fee for an initial plan with one year of follow-up can range from $1,500 - $18,000.

- Hourly rate: $320 an hour (financial planning services for partners)

> The standard hourly rate for financial planning services is $320 for partners, $280 for senior advisors, $180 for junior advisors and $90 for administrative staff.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $425,706,926
- Discretionary: $424,939,395
- Non-discretionary: $767,531

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 284 | $100,110,474 |
| High net worth individuals | 86 | $302,367,963 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $767,531 |
| Charitable organizations | 2 | $1,411,191 |
| Corporations or other businesses not listed above | 7 | $15,374,920 |
| Other | 5 | $5,674,847 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, GA, MN, NJ, NY, PA, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- omni360advisors.com
- Facebook @Omni360Advisors
- Instagram @omni360advisors
- YouTube @Omni360Advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,185,750 | 3 | August 9, 2021 |
| October 2022 | $146,359,106 | 3 | February 23, 2022 |
| October 2023 | $130,624,251 | 3 | October 2, 2023 |
| October 2024 | $248,576,571 | 4 | September 26, 2024 |
| October 2025 | $324,524,220 | 6 | June 13, 2025 |
| October 2026 | $425,706,926 | 8 | March 11, 2026 |

Regulatory assets under management: $107,185,750 in the October 2021 data and $425,706,926 in the October 2026 data, up 297%.
Total employees: 3 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $324,524,220 to $425,706,926 (+31%).
- Registered or notice-filed in DE, GA, MN, SC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omni 360 Wealth, Inc. (CRD 124878): Form ADV filing data as of October 2026.