# 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.

- CRD: 301007
- Filed as: THREE SIXTY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, IL
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301007
- AdvisorCensus page: https://advisorcensus.com/firm/three-sixty-wealth-management-llc-bloomington-il-301007

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $190,090,772
- Discretionary: $190,090,772
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $50,365,576 |
| High net worth individuals | 54 | $139,725,196 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, IL, NJ, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Downers Grove, IL

### Websites listed on Form ADV (Item 1.I)
- threesixtywm.com
- Facebook @ThreeSixtyWealthManagement
- LinkedIn @three-sixty-wealth-management
- X @ThreeSixtyWM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,000,000 | 5 | April 14, 2021 |
| October 2022 | $123,874,927 | 3 | August 25, 2022 |
| October 2023 | $119,918,718 | 6 | September 1, 2023 |
| October 2024 | $135,830,635 | 7 | June 24, 2024 |
| October 2025 | $154,220,781 | 6 | May 5, 2025 |
| October 2026 | $190,090,772 | 6 | April 2, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Three Sixty Wealth Management, LLC (CRD 301007): Form ADV filing data as of October 2026.