RIA Intel›Advisers›Virginia›360 WEALTH CONSULTANTS, LLC

360 WEALTH CONSULTANTS, LLC

Advisory

ROANOKE, VA

Data as of Apr 1, 2024 · Source: SEC Form ADV

Average account

$134K

across 121 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2024.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients132

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

132 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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NEXT PLAY FINANCIAL SOLUTIONS, LLC

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KEITH WILLIAM MOORED, JR.

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