O3
OMNI 360 WEALTH, INC.
SEC RegisteredPLAINSBORO, NJhttps://omni360advisors.com609-452-0889
Assets Under Management
$100M–$500M
Employees
8
Office Locations
1 office
Total Accounts
918
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Services
retirement_planningfinancial_planningestate_planningtax_planningbusiness_planningdivorce_planningcash_flow_planningrisk_management
Who they serve
| 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
Linda Jayne Farinola
PRESIDENT & CHIEF COMPLIANCE OFFICER
James Gregory Colitsas
MEMBER
Llc Omni 360 Advisors
HOLDING COMPANY
Neel Girish Shah
MEMBER
Office locations
1 office in 1 state
NJ
PLAINSBOROHQ
Regulatory & compliance
CRD number
#124878
SEC Number
801-121387
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| 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
Website
omni360advisors.comPhone
609-452-0889Find an advisor that fits
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Editorial disclosure
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.