THREE SIXTY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BLOOMINGTON, Illinois
- CRD number
- 301007
- Registered since
- March 29, 2021
- Website
- threesixtywm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI73.5%
- Individuals26.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Three Sixty Wealth Management, LLC is an independent, SEC-registered wealth advisory firm organized as an LLC and formed before 2021. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing, fixed fees, and commission-based charges. The firm does not designate itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities12%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JAMES DISCHERT
Founder & CEOCRD 5204944
Contacts
3 of 3LOGAN SPAW
FounderCRD 6273161
DAWSON BROOKS
Associate Wealth AdvisorCRD 7972668
JASON MARION
Director of PlanningCRD 8161117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BLOOMINGTON, IL
MCLEAN
Location
BLOOMINGTON, IL
Headquartered in BLOOMINGTON, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.
- Metro area
- Bloomington-Pontiac, IL
- Region
- Midwest
- County
- MCLEAN
- Address
- 1702 Tullamore Ave
- Time zone
- CT (UTC-6)
- Office locations
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