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WEALTH 360, LLC
CRD 141663
1400 BUFORD HIGHWAY, SUITE M-4, BUFORD, GA, 30518, United States
Phone
678-392-1155
Fax
678-731-1649
Registration
— (—)
Source
State registered
Total AUM
$95.0M
Discretionary AUM
$95.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $58.3M |
| High net worth individuals | 34 | $29.3M |
| Pension/profit sharing plans | 6 | $5.6M |
| Other investment advisers | 1 | $1.7M |
All web addresses on file
- HTTPS://WWW.WEALTH360ADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/MAKINGDOLLARSOUTOFSENSE/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MAKING-DOLLARS-OUT-OF-SENSE/
- HTTPS://WWW.LINKEDIN.COM/IN/STAPLESCHRIS/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTH-360-LLC/
- HTTPS://WWW.FACEBOOK.COM/WEALTH360/
- HTTPS://MAKINGDOLLARSOUTOFSENSE.COM
- HTTPS://TWITTER.COM/DOLLARSSENSE360
- HTTPS://TWITTER.COM/WEALTH360ADVICE
- https://twitter.com/capitalsense
Official SEC filing: View on IAPD