THREE SIXTY WEALTH MANAGEMENT, LLC

THREE SIXTY WEALTH MANAGEMENT, LLC of BLOOMINGTON, IL is an SEC-registered investment adviser (CRD 301007). Regulatory assets under management: $190.1M.

Registration

• CRD: 301007
• SEC file number: 801-120638
• Type: Registered investment adviser
• Location: 1702 TULLAMORE AVE, SUITE B, BLOOMINGTON, IL, 61704
• Phone: (630) 219-1695
• Latest filing: 2026-04-02
• Regulatory AUM: $190.1M
• Discretionary AUM: $190.1M
• Clients: 6
• Accounts: 627

Business model

Compensation: % of AUM, Fixed, Commissions.

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

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search