FC360 WEALTH MANAGEMENT, INC.

FC360 WEALTH MANAGEMENT, INC. of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 171788). Regulatory assets under management: $158.2M.

Registration

• CRD: 171788
• SEC file number: 801-121040
• Type: Registered investment adviser
• Location: 1508 EUREKA ROAD, SUITE 145, ROSEVILLE, CA, 95661
• Phone: 916-379-7980
• Latest filing: 2026-03-25
• Regulatory AUM: $158.2M
• Discretionary AUM: $158.2M
• Clients: 1
• Accounts: 762

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 171788 on SEC IAPD (source of record)
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