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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-24-2003
- Office Locations
- 2
Office Locations
About Omni 360 Wealth, Inc.
Omni 360 Advisors (OMNI 360 Wealth, Inc.) is an integrated wealth management, tax, accounting, and legal planning firm with in-house CPAs, CFP® professionals, and estate planning attorneys/tax lawyers. The team supports entrepreneurs and business owners, executives, pre-retirees/retirees, and families in transition with tax-aware investment planning, retirement income and Social Security strategies, estate and succession planning, and insurance analysis. Portfolios primarily use public funds and ETFs.
Team overview
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Owner & Executives
JAMES GREGORY COLITSAS
VICE PRESIDENT
- CRD
- #4113918
- Ownership
- Less than 5%
LINDA JAYNE FARINOLA
Partner, President
- CRD
- #4649032
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRYAN PAUL KATZ
Senior Financial Advisor
- CRD
- #3181420
Ronald Edward McIntire
Associate Wealth Advisor
- CRD
- #7363363
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,939,395 | $463,402 |
| Non-Discretionary | $767,531 | $767,531 |
| Total | $425,706,926 | $463,733 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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