365 Wealth Management Group

RIASEC Registered

Total AUM

$187M

Discretionary

$185M

99% of AUM

Avg account

$145K

Accounts

1,285

Employees

Advisory reps

Firm details

Headquarters: Mason, Ohio
CRD number: 314674
Registered since: September 7, 2022
Website: www.365wmg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI55.32%
Individuals44.03%
Pension & Profit Sharing Plans0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

365 Wealth Management Group is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management across individual accounts and pooled investment vehicles, along with pension consulting services. Its billing mixes percentage-of-AUM fees with fixed fees and performance-based fees. The firm's advisory activity is concentrated on discretionary portfolio management (see Assets & Accounts for detail), and it reports working with pooled vehicles in addition to separately managed accounts. The firm does not identify itself as an ESG-focused allocator.