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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