365 Wealth Management Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mason, OH. Its latest Form ADV filing, dated March 31, 2026, reports $187M in regulatory assets under management, 8 employees, 1 office, and 1,285 accounts.
Assets Under Management
$187M
Employees
8
Offices
1 office
Total Clients
560
Primary office
MASON, OH
5770 GATEWAY BLVD, SUITE 102, MASON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
488
2
HNWI
12.5%
70
3
Pension Plans
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 31, 2026
Discretionary99.4%
$185M
99% of total RAUM99.4%
Non-discretionary0.6%
$1M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$187M
Total Accounts1,285
10Y AUM Change+$61M (+48.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee70:1
10Y Employee Change+1 (+14.3%)
* 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.