Omni 360 Wealth, Inc.
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities25%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$233M in ETFs
59%
$139M
20%
$94.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.5M | 205,560 | 7.91% |
Location
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
Similar firms
Evergreen Capital Associates LLC
RIAPlainsboro, NJ
Paradigm Investment Advisory, LLC
RIABridgewater, NJ
Sindia Capital Advisers, LLC
RIASomers Point, NJ
Giverny Capital Advisors
RIAPrinceton, NJ
Ridgewood Investments
RIASpringfield, NJ
Onex Credit Advisor, LLC
RIAEnglewood Cliffs, NJ