AdvisorCensus / Financial advisors / Illinois / Bloomington / Three Sixty Wealth Management, LLC
Three Sixty Wealth Management, LLC is an SEC-registered investment advisory firm in Bloomington, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.
Quick answers
From the filingHow is Three Sixty Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Three Sixty Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.
Where is Three Sixty Wealth Management, LLC located?
Three Sixty Wealth Management, LLC's principal office is in Bloomington, IL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Three Sixty Wealth Management, LLC registered with the SEC or a state?
Three Sixty Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 301007.
How much does Three Sixty Wealth Management, LLC manage?
Three Sixty Wealth Management, LLC reports $190,090,772 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).
How have Three Sixty Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Three Sixty Wealth Management, LLC: Regulatory assets under management: $105,000,000 in the October 2021 data and $190,090,772 in the October 2026 data, up 81%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Three Sixty Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (54).
Which custodians does Three Sixty Wealth Management, LLC use?
Three Sixty Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Three Sixty Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301007
Does Three Sixty Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "360WM generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. 360WM, in its sole discretion, may waive the required minimum."
What changed in Three Sixty Wealth Management, LLC's recent Form ADV filings?
In the May 2026 filing data: Registered or notice-filed in NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
360WM generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. 360WM, in its sole discretion, may waive the required minimum.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$190,090,772 as of October 2026, filing dated April 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $190,090,772 | 6 | April 2, 2026 |
| October 2025 | $154,220,781 | 6 | May 5, 2025 |
| October 2024 | $135,830,635 | 7 | June 24, 2024 |
| October 2023 | $119,918,718 | 6 | September 1, 2023 |
| October 2022 | $123,874,927 | 3 | August 25, 2022 |
| October 2021 | $105,000,000 | 5 | April 14, 2021 |
Regulatory assets under management: $105,000,000 in the October 2021 data and $190,090,772 in the October 2026 data, up 81%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Registered or notice-filed in NJ.
- April 2026
- Regulatory assets under management went from $154,220,781 to $190,090,772 (+23%).
- January 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Three Sixty Wealth Management, LLC (CRD 301007): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/three-sixty-wealth-management-llc-bloomington-il-301007