Omni 360 Wealth, Inc.
OMNI 360 Wealth, Inc. is a registered investment advisory firm headquartered in Plainsboro, New Jersey, founded in 1996 by Linda J. Farinola. The firm provides financial planning and investment management services primarily to individuals, families, and small businesses, with an emphasis on holistic wealth management and personalized strategies. Their team comprises three investment advisors and three administrative staff, serving over 600 client accounts. OMNI 360 Wealth, Inc. is now majority-owned by OMNI 360 Advisors, LLC, with an ownership structure involving multiple partners from the financial and accounting sectors.
Investment Strategy
OMNI 360 Wealth, Inc. delivers comprehensive financial planning and discretionary investment management tailored to client goals, including retirement planning, education funding, estate and charitable planning, tax strategy, risk management, and portfolio analysis. Their process emphasizes understanding client objectives, prioritizing needs, developing detailed strategies, and ongoing implementation support. The firm invests primarily in public equities and fixed income, with allocations reflecting both market conditions and the client’s risk tolerance. Their approach integrates fee-based advisory with related services such as insurance and tax consulting, ensuring a multidisciplinary wealth management platform.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 7.67% | $13.7M | 93,901 | $110.99 | $145.65 | +$184.2K |
S SPLG | SPDR SERIES TRUST | 7.64% | $13.6M | 174,080 | $57.01 | $78.34 | +$1.2M |
I IWF | ISHARES TR | 4.86% | $8.7M | 18,510 | $314.56 | $468.41 | +$1.3M |
D DFAT | DIMENSIONAL ETF TRUST | 4.72% | $8.4M | 144,511 | $53.21 | $58.21 | +$1.1M |
I IDEV | ISHARES TR | 3.95% | $7.0M | 87,923 | $64.47 | $80.17 | +$180.9K |