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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| OMNI 360 Wealth Inc
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|---|---|
| CRD # | 124878 |
| SEC # | 801-121387 |
| CIK # | 0002010436 |
| AUM | $324.5 M (2025-06-13) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 609-452-0889 |
| Address | 777 Scudder Mills Rd Plainsboro, NJ 08536 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Microsoft Corp | 3.1 | ||
| Nvidia Corp | 2.7 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 189.0 |
| (b) Individuals (high net worth individuals) | 36 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.8 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 7.9 |
| (n) Other | 5 | 4.9 |
| Total | 881 | 324.5 |
| By Discretionary | ||
| Discretionary | 881 | 324.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 324.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 324.4 | |
| Total | 881 | 324.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010436] |
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KS | 0.3 |
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