RIA Intel›Advisers›Illinois›THREE SIXTY WEALTH MANAGEMENT, LLC

THREE SIXTY WEALTH MANAGEMENT, LLC

Advisory

N·BLOOMINGTON, IL

Data as of Apr 2, 2026 · Source: SEC Form ADV

Total AUM
$190M
1-Year AUM Growth
+13.5%
3-Year CAGR
+7.5%
Employees
3
Assets Under Management
Total AUM$190M
Discretionary AUM$190M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients166
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingFeb 26, 2021
Latest FilingApr 2, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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