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| Keyboard |
| FC360 Wealth Management Inc
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|---|---|
| CRD # | 171788 |
| SEC # | 801-121040 |
| CIK # | |
| AUM | 158.2 M (2026-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 916-379-7980 |
| Address | 1508 Eureka Road Roseville, CA 95661 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 37.0 |
| (b) Individuals (high net worth individuals) | 107 | 121.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 158.2 |
| By Discretionary | ||
| Discretionary | 762 | 158.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 762 | 158.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.2 | |
| Total | 762 | 158.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
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BPC Advisors LLC
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|
Gilbert Capital Group Inc
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|
Integral Financial Planning LLC
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|
Harold W Dance Inc
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|
UT | 158.0 M |
|
Clarus Group LLC
✚
|
NY | 158.0 M |
|
Jack V Butterfield Investment Company
✚
|
MI | 157.6 M |
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 157.6 M |