Omni 360 Wealth, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$426M

Discretionary

$425M

100% of AUM

Avg account

$464K

Accounts

918

Employees

Advisory reps

Firm details

Headquarters: Plainsboro, New Jersey
CRD number: 124878
Registered since: June 4, 2021
Website: www.soundfinancial.net
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.03%
Individuals23.52%
Corporations / Businesses3.61%
Other1.33%
Charitable Organizations0.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Omni 360 Wealth, Inc. is an independent registered investment adviser that began SEC registration in 2021 and positions itself as a capital allocator for both individual/family and institutional clients. The firm charges a mix of fee models — a percentage of assets under management, hourly fees, and fixed fees — and provides comprehensive advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational workshops. The firm is not an active ESG investor, does not operate as a multi-state adviser or pension consultant, and does not list a related adviser. It maintains industry relationships with accountants, law firms, and insurance companies to support client needs and referrals.