Three-Sixty Wealth Management, LLC

Overview

Three-Sixty Wealth Management, LLC operates as a limited liability company focused on providing a range of financial services. The firm engages in financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. While not classified under a specific category, it acts as a capital allocator and offers a diverse fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not actively pursue ESG investments and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices