Three Sixty Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$190,090,772
Total clients
186
29% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
47
Average account size
$1,021,993
About
Three Sixty Wealth Management is a small team RIA that manages roughly $190 million for individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth management services that combine discretionary investment management, financial planning, retirement plan advisory (including ERISA 3(38) fiduciary services), and recently added custom and business consulting engagements.
Its investment process is client‑customized and generally long‑term oriented, relying on fundamental analysis and third‑party research to build diversified portfolios across mutual funds, ETFs, and individual securities, and, when appropriate, more specialized instruments such as interval funds, ETNs, and leveraged/inverse ETPs. 360WM typically manages accounts on a discretionary basis, conducts at least annual reviews, and uses institutional custodial platforms and outside vendors for execution, reporting, and research support.
The brochure highlights several features that distinguish 360WM from many peers: advisory personnel are licensed insurance agents and the firm may receive commission compensation through an affiliated insurance entity, and the firm discloses receipt of economic and marketing benefits from custodians and third‑party vendors. Combined with its willingness to provide negotiated, bespoke business and family consulting alongside traditional wealth management and ERISA plan‑level services, these arrangements create conflicts of interest the firm discloses and that may affect how services are delivered.
Client services
Financial planning
Portfolio management
Pension consulting
Cutstom and business consulting services
Expertise
General retirement planning
Roth conversion strategy
Business exit / sale strategy
Business ownership considerations
Occupation focus
Founder/Business Owner
Retired
Fee options
Custom and business consulting fees individually negotiated based on scope of work.
$0+: up to 1.50% annually (negotiable, based on complexity, asset level, and relationship) $0+: up to 1.50% annually (negotiable, based on size and complexity) for retirement plan advisory services
360WM may receive commissions from insurance products sold through its affiliate 360 Insurance.
Account minimum: $1,000,000 Fee-only: Wealth management fees based on assets under management, paid quarterly in advance; fees may be negotiable.
Main office location
Three Sixty Wealth Management, LLC
1702 Tullamore Ave, Suite B
Bloomington IL 61704, United States
Number of offices
3
Most active in
Three Sixty Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Illinois · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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