Single Family OfficeRIA · CRD 124878SEC-Registered

Updated:

OMNI 360 Wealth

OMNI 360 WEALTH, INC. is an SEC-registered investment adviser in Plainsboro, NJ, registered since 2021. The firm manages $426 million in assets, $425 million...

OMNI 360 Wealth

OMNI 360 WEALTH, INC. is an SEC-registered investment adviser in Plainsboro, NJ, registered since 2021. The firm manages $426 million in assets, $425 million on a discretionary basis. It has 8 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at OMNI 360 Wealth?

No named investment principals are publicly associated with OMNI 360 Wealth. The firm operates without a website, LinkedIn presence, or regulatory filings that would identify a CIO, CEO, or managing director. This is characteristic of single-family offices where the wealth creator or a single trusted advisor runs allocations entirely out of public view.

Is OMNI 360 Wealth structured as a single family office or a multi-family office?

The firm registers as a US corporate entity with no outward-facing activity, which aligns with the structure of a single-family office serving one principal or one family. Multi-family offices and RIAs virtually always maintain at least a basic public presence to attract client capital, and OMNI 360 Wealth has none.

Does OMNI 360 Wealth participate in fund commitments or only direct deals?

There is no public record of OMNI 360 Wealth making fund commitments, direct deals, co-investments, or any other capital deployment. The firm's complete opacity means its investment approach — whether fund-of-funds, direct, or a blended strategy — is unverifiable from any standard source.

What asset classes does OMNI 360 Wealth target?

No asset-class allocation or sector preference is disclosed. The "360" name may signal a full-spectrum mandate spanning public and private markets, but that is interpretive. Quiet US family offices of this profile frequently hold diversified portfolios across equities, real estate, private equity, and fixed income, though no evidence confirms this for OMNI 360 Wealth specifically.

How does a family office this quiet source deal flow?

Family offices that operate without any public presence typically source opportunities through closed personal networks — relationships with a small set of trusted GPs, direct introductions from other principals, or private banking channels. Without a known principal or investment team, however, even the sourcing model for OMNI 360 Wealth remains purely conjectural.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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