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OMNI 360 WEALTH, INC.

PLAINSBORO, NJ · CRD 124878 · IAPD ↗ · omni360advisors.com · 609-452-0889

$425.7MRegulatory AUM
5Advisory reps
8Employees
56Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — OMNI 360 WEALTH, INC. notice-filed in DE, GA, MN, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — OMNI 360 WEALTH, INC. added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — OMNI 360 WEALTH, INC. reported RAUM up 31% ($324.5M -> $425.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — OMNI 360 WEALTH, INC. reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — OMNI 360 WEALTH, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — OMNI 360 WEALTH, INC. reported RAUM up 31% ($248.6M -> $324.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
November 2024 — OMNI 360 WEALTH, INC. changed its website from pfg-planning.com to omni360advisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — OMNI 360 WEALTH, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — OMNI 360 WEALTH, INC. reported RAUM up 90% ($130.6M -> $248.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.