LP Profile

Three Sixty Wealth Management

Also known as three sixty wealth

Wealth ManagerBloomington, United StatesFounded 2006
$124M
Assets Under Management
Bloomington
Headquarters
Investment Focus

About Three Sixty Wealth Management

Three Sixty Wealth Management is a wealth manager based in Bloomington, US. Founded in 2006. Reported AUM: 124 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Three Sixty Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$190.1M
Total Clients
627
Filing Date
April 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Three Sixty Wealth Management?

Three Sixty Wealth Management is a wealth manager based in Bloomington, United States, managing approximately $124M in assets.

Where is Three Sixty Wealth Management headquartered?

Three Sixty Wealth Management is headquartered in Bloomington, United States.

How much does Three Sixty Wealth Management manage?

Three Sixty Wealth Management manages approximately $124M in assets under management.

When was Three Sixty Wealth Management founded?

Three Sixty Wealth Management was founded in 2006.

How can I contact Three Sixty Wealth Management?

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