WEALTH 360, LLC

Overview

Wealth 360, LLC is an independent Registered Investment Adviser organized as a limited liability company that serves both individual and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management across individuals, small businesses and institutional accounts, and offers pension consulting services. Its billing model includes asset-based fees alongside hourly and fixed-fee arrangements, which supports both ongoing investment management relationships and project-based planning work. Investment practice centers on pooled public funds and mutual funds as the primary building blocks of client portfolios. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Wealth 360 places an emphasis on discretionary management, using mutual funds and other collective vehicles to implement diversified exposures while selectively adding private placements as alternative holdings for qualified clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices