365 WEALTH MANAGEMENT GROUP
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
FINTRXOverview
365 Wealth Management Group is an independent fee-based RIA organized as an LLC and SEC-registered since 2022. Ownership is held by an individual and the firm serves both individual/family and institutional clients. Its fee schedules include percentage-of-AUM, fixed fees, and performance-based arrangements. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles, and it lists pension consulting among its advisory activities. It does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Other10%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2Brian Petraitis
Chief Compliance OfficerCRD 7255407
Thomas Wolfgram
Chief Operating OfficerCRD 8062939
Contacts
1 of 1WILLIAM HAASE
Senior Financial AdvisorCRD 5601899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$4.5M in ETFs
94%
$4.2M
6%
$265K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.8M | 2,762 | 39.98% |
Location
MASON, OH
WARREN
Location
MASON, OH
Headquartered in MASON, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- WARREN
- Address
- 5770 Gateway
- Time zone
- ET (UTC-5)
- Office locations
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