FC360 WEALTH MANAGEMENT, INC.

1508 Eureka Road
Suite 145
Roseville, California 95661
Tel: 916-379-7980

About FC360 WEALTH MANAGEMENT, INC.

FC360 WEALTH MANAGEMENT, INC, formally registered with the SEC as FC360 WEALTH MANAGEMENT, INC. The firm was established in 04/28/2021. They have over 1 offices throughout the country.

FC360 WEALTH MANAGEMENT, INC. is a Roseville, California based Financial Planning firm with nearly $113,486,163 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171788
SEC#	801-121040
Assets Managed by Firm	$113,486,163
No. of Clients	727
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	727	$113,486,163
Individuals (other than high net worth individuals)	279	$61,727,309
High net worth individuals	40	$51,758,854

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