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Three Sixty Wealth Management, LLC

● SEC registered since 2021CRD 301007SEC# 801-120638Bloomington, IL
Export (members)
Reg. AUM
$154.2M
Employees
6
Accounts
649
Location
Bloomington, IL

Three Sixty Wealth Management, LLC assets under management

Three Sixty Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Bloomington, IL. The firm has been registered since 2021. It reports $154.2 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/three-sixty-wealth-managementView on SEC.gov ↗

Three Sixty Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James R Dischert ControlCeoOver 75%2019
Logan Christopher SpawCcoUnder 5%2023

Frequently asked questions

How much does Three Sixty Wealth Management, LLC manage?

Three Sixty Wealth Management, LLC reports $154.2 million in regulatory assets under management on its Form ADV.

How many employees does Three Sixty Wealth Management, LLC have?

Three Sixty Wealth Management, LLC reports 6 employees.

Where is Three Sixty Wealth Management, LLC located?

Three Sixty Wealth Management, LLC is based in Bloomington, IL and has been SEC-registered since 2021.

Does Three Sixty Wealth Management, LLC disclose fund performance?

Three Sixty Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1702 Tullamore Ave, Suite B, Bloomington, IL 61704
Phone(630) 219-1695
Fax(630) 839-0064
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.2M
Non-discretionary$0
Total (RAUM)$154.2M