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THREE SIXTY WEALTH MANAGEMENT, LLC
CRD 301007 · SEC 801-120638
1702 TULLAMORE AVE, SUITE B, BLOOMINGTON, IL, 61704, United States
Phone
(630) 219-1695
Fax
(630) 839-0064
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.1M
Discretionary AUM
$190.1M
Team
6 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCUTSTOM AND BUSINESS CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $50.4M |
| High net worth individuals | 54 | $139.7M |
States served
AR, IL, NJ, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD