OMNI 360 WEALTH, INC.

CRD 124878File 801-121387

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$425.7M

Below cohort median (national)

Discretionary AUM

$424.9M

Non-discretionary $768K

Clients

380

918 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jun 4, 2021
Principal office: 777 SCUDDER MILLS RD, BLDG 4, STE 101, PLAINSBORO, NJ, 08536
Phone: 609-452-0889
Website: https://omni360advisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $425.7M
Discretionary AUM: $424.9M
Non-discretionary AUM: $768K
Discretionary accounts: 917
Non-discretionary accounts: 1
Total accounts: 918
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$15.4M
Charitable organizations	Fewer than 5	$1.4M
High net worth individuals	86	$302.4M
Pension and profit sharing plans	Fewer than 5	$768K
Individuals (other than high net worth individuals)	284	$100.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	385	380
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.