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FC360 WEALTH MANAGEMENT, INC.
CRD 171788 · SEC 801-121040
1508 EUREKA ROAD, SUITE 145, ROSEVILLE, CA, 95661, United States
Phone
916-379-7980
Fax
916-379-7981
Registration
— (—)
Source
State registered
Total AUM
$158.2M
Discretionary AUM
$158.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $37.0M |
| High net worth individuals | 107 | $121.2M |
All web addresses on file
Official SEC filing: View on IAPD