Omni 360 Wealth, Inc.

RIASEC Registered
Total AUM
$426M
Discretionary
$425M
100% of AUM
Avg account
$464K
Accounts
918
Employees
8
Advisory reps
6

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 its SEC registration in 2021. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 25%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Private Funds 1%, Other 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1

  • Valerie Zaffuto

    Operations Manager and Chief Compliance OfficerCRD 8222138

Contacts

3 of 5
  • James Colitsas

    James Colitsas

    Managing MemberCRD 4113918

  • Neel Shah

    Neel Shah

    Founder & PresidentCRD 6594688

  • Linda Farinola

    Linda Farinola

    ​Partner, Financial PlannerCRD 4649032

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 125

Active vs passive

$233M in ETFs

Passive

59%

$139M

Active

20%

$94.7M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$18.5M205,5607.91%
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Location

Primary office

Plainsboro, NJ

Middlesex

Location

Plainsboro, NJ

Headquartered in Plainsboro, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Middlesex
Address
777 Scudders Mill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth