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THREE SIXTY WEALTH MANAGEMENT, LLC
1702 Tullamore Ave
Suite B
Bloomington, Illinois 61704
Tel: (630) 219-1695
About THREE SIXTY WEALTH MANAGEMENT, LLC
THREE SIXTY WEALTH MANAGEMENT, LLC, formally registered with the SEC as THREE SIXTY WEALTH MANAGEMENT, LLC. The firm was established in 03/29/2021. They have over 3 offices throughout the country.
THREE SIXTY WEALTH MANAGEMENT, LLC is a Bloomington, Illinois based Financial Planning firm with nearly $135,830,635 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301007 |
| SEC# | 801-120638 |
| Assets Managed by Firm | $135,830,635 |
| No. of Clients | 513 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 513 | $135,830,635 |
| Individuals (other than high net worth individuals) | 101 | $39,402,447 |
| High net worth individuals | 57 | $96,428,188 |
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