OMNI 360 WEALTH, INC.
SEC RegisteredComprehensive Tax, Legal, Financial, and Accounting Solutions for Every Stage of Life and Business
About the firm
Omni 360 Advisors is an integrated financial services, legal planning, and accounting firm committed to a 360 approach to creating and implementing powerful life and legacy plans for our clients long-term success. Born from a trusted, 25-year relationship between the Princeton Financial Group and Shah Total Planning, OMNI 360 was created to unite best-in-class professionals across disciplines, offering clients a seamless experience that spans accounting, wealth management, legal planning, and risk mitigation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax, consulting and accounting services; asset protection planning; business succession planning; estate planning; financial planning; professional fiduciary services; insurance and risk management services; investment management; retirement planning and IRA planning; tax planning; tax services; environmental, social, and governance-based investing; and Corporate Transparency Act compliance services.
Who they serve
Entrepreneurs and business owners, pre-retirees and retirees, executives and professionals, individuals and families in wealth transition, and young professionals and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 284 | $100M |
| High Net Worth Individuals | 86 | $302M |
| Charitable Organizations | 1 | $768k |
| State/Municipal Entities | 2 | — |
56 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,000 and up | 0.75% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OMNI 360 WEALTH, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.