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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Three Sixty Wealth Management LLC
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| CRD # | 301007 |
| SEC # | 801-120638 |
| CIK # | |
| AUM | $154.2 M (2025-05-05) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 630-219-1695 |
| Address | 1702 Tullamore Ave Bloomington, IL 61704 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 27.9 |
| (b) Individuals (high net worth individuals) | 71 | 126.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 154.2 |
| By Discretionary | ||
| Discretionary | 649 | 154.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 649 | 154.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.2 | |
| Total | 649 | 154.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alvin Clay Financial Advisors LLC
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|
PA | 0.2 |
|
Kennon-Green & Company LLC
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|
OH | 0.2 |
|
Advocate Investing Services LLC
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|
MD | 0.2 |
|
TFG Financial Advisors LLC
✚
|
FL | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.2 |
|
Yandell Investments LLC
✚
|
FL | 0.2 |
|
Hinchley Advisory Group LLC
✚
|
CO | 0.2 |
|
JM Arbour LLC
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|
ME | 0.2 |
|
PEB Capital Management LLC
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|
OH | 0.2 |
|
Redstone Wealth Management LLC
✚
|
OK | 0.2 |