Three Sixty Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, IL. Its latest Form ADV filing, dated April 2, 2026, reports $190M in regulatory assets under management, 6 employees, 3 offices, and 627 accounts.
Assets Under Management
$190M
Employees
6
Offices
3 offices
Total Clients
186
Primary office
BLOOMINGTON, IL
1702 TULLAMORE AVE, SUITE B, BLOOMINGTON, IL, United States
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
132
2
HNWI
29.0%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of April 2, 2026
Discretionary100.0%
$190M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$190M
Total Accounts627
10Y AUM Change+$85M (+81.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.