Three-Sixty Wealth Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Three‑Sixty Wealth Management, LLC is a newly formed registered investment adviser that offers investment management, portfolio design, and wealth advisory services, and also provides standalone financial planning and consulting. Its initial SEC filing reports zero assets under management and no clients, and the brochure lists potential client types that include individuals (including high‑net‑worth), trusts and estates, charitable organizations, and corporate entities.
The firm describes a multi‑disciplinary investment approach that uses quantitative and qualitative analysis, asset allocation, and a mix of ETFs, mutual funds, fixed income and options, with ongoing monitoring and rebalancing. It also conducts due diligence and ongoing oversight when selecting or supervising third‑party managers and tailors portfolios and plans based on detailed client information and expressed constraints.
The brochure highlights several features that are less common for advisors in this category: explicit readiness to work with charitable organizations, the capability to assist other advisers via sub‑advisory selection and oversight, and the availability of hourly or flat‑fee financial planning in addition to asset‑based management. The firm’s principal is described as holding accounting and financial planning credentials and multiple securities licenses, with an affiliation with a broker‑dealer and documented administrative involvement in charitable foundations and nonprofit financial coaching.
Client services
Expertise
Fee options
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $500 per hour; Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Main office
13809 Research Boulevard, Suite 500
Austin TX 78750
Advisors at this office
1
Most active in
Texas
Also doing business as
Three Sixty Finance · Three Sixty Wealth Management · Three Sixty Wealth Management, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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