WEALTH 360, LLC

WEALTH 360, LLC of BUFORD, GA is an SEC-registered investment adviser (CRD 141663). Regulatory assets under management: $95.0M.

Registration

• CRD: 141663
• Type: Registered investment adviser
• Location: 1400 BUFORD HIGHWAY, BUFORD, GA, 30518
• Phone: 678-392-1155
• Latest filing: 2026-03-20
• Regulatory AUM: $95.0M
• Discretionary AUM: $95.0M
• Clients: 2
• Accounts: 393

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141663 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search