FC360 WEALTH MANAGEMENT, INC.

Overview

Fc360 Wealth Management, Inc. is an independent registered investment adviser focused on fee-based wealth management for individuals, families and small businesses. The firm provides financial planning and discretionary portfolio management while also operating as an insurance broker and accountant, which surfaces in how it integrates annuities and insurance solutions into client plans. Registered with the SEC in 2021 and owned by an individual, the firm runs equity-biased portfolios and retains discretion over client assets rather than acting primarily as a passive allocator. Investment activity centers on publicly traded equities and ETF-driven exposures as the core of client portfolios, supplemented with fixed income and select alternative allocations. The firm does not classify itself as an active ESG investor and is not structured as a multi-state adviser, suggesting a concentrated regional client footprint and a straightforward compliance profile.

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Location & Offices