360 Wealth Consultants, LLC

360 Wealth Consultants serves individuals, high‑net‑worth clients, business owners, and retirement plans, with a stated core focus on business owners and Baby Boomers who often meet accredited investor thresholds. The firm offers financial planning, discretionary portfolio management, and will recommend and monitor third‑party investment advisers (including SEI and AssetMark) as part of client engagements.

The firm’s investment approach combines proprietary model portfolios and fundamental analysis, with portfolios tailored to each client’s objectives, time horizon, and risk tolerance; it typically operates under discretionary authority and conducts periodic account reviews. When appropriate, 360 Wealth Consultants places clients with third‑party advisers and maintains an ongoing monitoring relationship, serving as the client’s primary financial adviser in those arrangements.

Noteworthy for a firm of its size, the brochure discloses multiple affiliated businesses — an affiliated insurance agency, an affiliated tax‑preparation entity, and a separate business‑advisory company — and explains how those affiliations can lead to cross‑referrals and potential conflicts that the firm says it manages. The firm also highlights third‑party ratings in its materials and directs readers to its SEC adviser information (CRD 310154), and its relatively modest assets under management and small advisory team mean those affiliated services and third‑party relationships are prominent in the firm’s service model.