The 360 WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $3.49Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. 360 WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 64.34% over the last 5-years.
The Group has been registered with the SEC for 14.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 23 office locations with their Headquarters at 15110 DALLAS PARKWAY SUITE 500, DALLAS, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 119 employees comprised of 70 investment and 49 non-investment staff. The total number of Employees decreased by 1.65% over the last 5-years.
Their $3.49Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 137 other accounts. Assets of High Net Worth Individuals clients own $1.88Bn or 53.82% of Total Assets and Individuals own $1.46Bn or 42% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
360 WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.