360 WEALTH CONSULTANTS, LLC

360 WEALTH CONSULTANTS, LLC of ROANOKE, VA is an SEC-registered investment adviser (CRD 310154). Regulatory assets under management: $16.2M.

Registration

• CRD: 310154
• Type: Registered investment adviser
• Location: 1017 2ND ST SW, ROANOKE, VA, 24016
• Phone: (1) 540-562-0123
• Latest filing: 2024-04-01
• Regulatory AUM: $16.2M
• Discretionary AUM: $16.2M
• Clients: 2
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310154 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search