365 WEALTH MANAGEMENT GROUP

5770 Gateway Blvd
Suite 102
Mason, Ohio 45040
Tel: 513-880-0002

About 365 WEALTH MANAGEMENT GROUP

365 WEALTH MANAGEMENT GROUP, formally registered with the SEC as 365 WEALTH MANAGEMENT GROUP. The firm was established in 09/07/2022. They have over 2 offices throughout the country.

365 WEALTH MANAGEMENT GROUP is a Mason, Ohio based Financial Planning firm with nearly $150,014,103 assets under management, offering retirement planning & investment advisory services to 909 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314674
SEC#	801-126521
Assets Managed by Firm	$150,014,103
No. of Clients	909
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	909	$150,014,103
Individuals (other than high net worth individuals)	295	$45,677,243
High net worth individuals	69	$82,932,752
Pension and profit sharing plans	11	$21,404,108

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DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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