A complete list of active advisors currently associated with Three-Sixty Wealth Management, LLC.

Warmer can help you find a great advisor at Three-Sixty Wealth Management, LLC. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Three-Sixty Wealth Management, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.