360 WEALTH CONSULTANTS, LLC

RIASEC Registered

Total AUM

$16.2M

Discretionary

$16.2M

100% of AUM

Avg account

$134K

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: ROANOKE, Virginia
CRD number: 310154
Website: 360wealthconsulting.com
Custodians: ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.29%
HNWI19.42%
Other7.28%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

360 Wealth Consultants, LLC operates as an independent registered investment advisor (RIA) that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. Their business model includes charging fees based on a percentage of assets under management (AUM), hourly charges, and fixed fees. While they do not actively engage in ESG investing, they do allocate to alternative investments, specifically in real estate.