Omni 360 Wealth, Inc.
- Regulatory AUM
- $426M
- Discretionary
- $425M
- Clients
- 385
- Avg AUM / client
- $1.1M
- Accounts
- 918
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 284 | $100M | 23.5% |
| High net worth individuals | 86 | $302M | 71.0% |
| Pension and profit sharing plans | 1 | $768K | 0.18% |
| Charitable organizations | 2 | $1.4M | 0.33% |
| Corporations and other businesses | 7 | $15.4M | 3.61% |
| Other | 5 | $5.7M | 1.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Fusion Employer Services Retirement Savings Plan Fusion Employer Services, Llc | 2024 | |
| Clear Peo, Llc 401(k) Savings Plan Clear Peo, Llc | 2024 | |
| Wenesco Restaurant Systems Inc 401(k) Profit Sharing Plan & Trust Wenesco Restaurant Systems Inc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Linda Jayne Farinola | President & Chief Compliance Officer | CFP CFA | Mar 1996 (30y) | Less than 5% |
| James Gregory Colitsas | Vice President | Jan 2013 (14y) | ≈ 18.75% – 50% via Omni 360 Advisors, Llc | |
| Neel Girish Shah | Member | CFP | Oct 2023 (3y) | ≈ 18.75% – 50% via Omni 360 Advisors, Llc |
| Bryan Paul Katz | Registered representative | CFP Chartered Financial Consultant | Sep 2018 (8y) | |
| Ronald Edward Mc Intire | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Omni 360 Advisors, Llc | Holding Company | Oct 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Gregory Colitsas: 25% – 50% of Omni 360 Advisors, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Neel Girish Shah: 25% – 50% of Omni 360 Advisors, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Fusion Employer Services Retirement Savings Plan | Fusion Employer Services, Llc | 0 | $0 | 01/01/2024 |
| Clear Peo, Llc 401(k) Savings Plan | Clear Peo, Llc | 673 | $20.4M | 01/01/2024 |
| Wenesco Restaurant Systems Inc 401(k) Profit Sharing Plan & Trust | Wenesco Restaurant Systems Inc | 391 | $7.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $318M (75% of AUM) Mar 2026
- Fidelity Brokerage Services $105M (25% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗