365 Wealth Management Group
Firm details
- Headquarters
- Mason, Ohio
- CRD number
- 314674
- Registered since
- September 7, 2022
- Website
- www.365wmg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI55.32%
- Individuals44.03%
- Pension & Profit Sharing Plans0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
365 Wealth Management Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individuals/families and institutional clients and offers a mix of financial planning and discretionary portfolio management across separate accounts and pooled vehicles. Its fee menu includes asset-based fees, fixed fees and performance-linked arrangements. The firm reports it does not emphasize ESG investing. Service coverage listed by the firm includes financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting. The firm identifies as owner-operated rather than affiliate of a larger capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Other10%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2Brian Petraitis
Chief Compliance OfficerCRD 7255407
Thomas Wolfgram
Chief Operating OfficerCRD 8062939
Contacts
2 of 2
William Haase
Senior Financial AdvisorCRD 5601899
William Haase
Senior Financial AdvisorCRD 1125283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$5.2M in ETFs
95%
$4.9M
5%
$280K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.1M | 2,879 | 41.51% |
Location
Mason, OH
Warren
Location
Mason, OH
Headquartered in Mason, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Warren
- Address
- 5770 Gateway
- Time zone
- ET (UTC-5)
- Office locations
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