OMNI 360 WEALTH, INC.
CRD #124878 SEC #801-121387 PLAINSBORO, NJ 609-452-0889
SEC Registered
Total AUM
$324.5M
Discretionary
$324.5M
Employees
6
Clients
25
Accounts
881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $324.5M | $324.5M | $0 | 6 | 16 |
| Mar 2025 | $324.5M | $324.5M | $0 | 4 | 16 |
| Dec 2024 | $248.6M | $248.6M | $0 | 4 | 25 |
| Oct 2024 | $248.6M | $248.6M | $0 | 4 | 25 |
| Sep 2024 | $248.6M | $248.6M | $0 | 4 | 25 |
| May 2024 | $248.6M | $248.6M | $0 | 5 | 25 |
| Mar 2024 | $248.6M | $248.6M | $0 | 4 | 25 |
| Dec 2023 | $130.6M | $130.6M | $0 | 4 | 16 |
| Oct 2023 | $130.6M | $130.6M | $0 | 3 | 16 |
| Oct 2023 | $130.6M | $130.6M | $0 | 3 | 16 |
| Oct 2023 | $130.6M | $130.6M | $0 | 3 | 16 |
| Sep 2023 | $130.6M | $130.6M | $0 | 3 | 16 |
| Jun 2023 | $130.6M | $130.6M | $0 | 3 | 16 |
| Feb 2023 | $130.6M | $130.6M | $0 | 3 | 16 |
| Feb 2022 | $146.4M | $146.4M | $0 | 3 | 7 |
| Feb 2022 | $107.2M | $106.1M | $1.1M | 3 | 12 |
| Aug 2021 | $107.2M | $106.1M | $1.1M | 3 | 12 |
| May 2021 | $107.2M | $106.1M | $1.1M | 3 | 12 |
DateJun 2025
Total AUM$324.5M
Discretionary$324.5M
Non-Disc.$0
Employees6
Clients16
DateMar 2025
Total AUM$324.5M
Discretionary$324.5M
Non-Disc.$0
Employees4
Clients16
DateDec 2024
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees4
Clients25
DateOct 2024
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees4
Clients25
DateSep 2024
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees4
Clients25
DateMay 2024
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees5
Clients25
DateMar 2024
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees4
Clients25
DateDec 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients16
DateOct 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees3
Clients16
DateOct 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees3
Clients16
DateOct 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees3
Clients16
DateSep 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees3
Clients16
DateJun 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees3
Clients16
DateFeb 2023
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees3
Clients16
DateFeb 2022
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees3
Clients7
DateFeb 2022
Total AUM$107.2M
Discretionary$106.1M
Non-Disc.$1.1M
Employees3
Clients12
DateAug 2021
Total AUM$107.2M
Discretionary$106.1M
Non-Disc.$1.1M
Employees3
Clients12
DateMay 2021
Total AUM$107.2M
Discretionary$106.1M
Non-Disc.$1.1M
Employees3
Clients12