Omni 360 Wealth, Inc.
Omni 360 Wealth, Inc. is an SEC-registered wealth manager in Plainsboro, NJ with $425.7M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Omni 360 Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124878, SEC 801-121387, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $425.7M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Plainsboro, NJ
- Employees
- 8
- Clients
- 385
- CRD
- 124878
- Ownership
- PRINCETON FINANCIAL GROUP, LLC; FARINOLA, LINDA, JAYNE; COLITSAS, JAMES, GREGORY; Colitsas, Thomas; SHAH, NEEL, GIRISH
How much AUM does Omni 360 Wealth, Inc. have?
Omni 360 Wealth, Inc. reported $425.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Omni 360 Wealth, Inc.?
Disclosed owners and executives of Omni 360 Wealth, Inc. include PRINCETON FINANCIAL GROUP, LLC, FARINOLA, LINDA, JAYNE, COLITSAS, JAMES, GREGORY, Colitsas, Thomas, SHAH, NEEL, GIRISH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.