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THREE SIXTY WEALTH MANAGEMENT, LLC
CRD 301007File 801-120638
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$190.1M
Bottom 25% of cohort (national)
Discretionary AUM
$190.1M
Clients
186
627 accounts
Employees
6
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 29, 2021
- Principal office
- 1702 TULLAMORE AVE, SUITE B, BLOOMINGTON, IL, 61704
- Phone
- (630) 219-1695
- Website
- http://www.threesixtywm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.1M
- Discretionary AUM
- $190.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 627
- Non-discretionary accounts
- 0
- Total accounts
- 627
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $139.7M |
| Individuals (other than high net worth individuals) | 132 | $50.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 166 | 186 | increased by20 |
| Apr 1, 2026 | AUM | $154,220,781 | $190,090,772 | increased by$35,869,991 |
| Apr 1, 2026 | Accounts | 649 | 627 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 6 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 145 | 166 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $123,874,927 | $154,220,781 | increased by$30,345,854 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 533 | 649 | increased by116 |
| Sep 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 163 | 145 | decreased by18 |
| Apr 1, 2022 | AUM | $105,000,000 | $123,874,927 | increased by$18,874,927 |
| Apr 1, 2022 | Accounts | 480 | 533 | increased by53 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THREE SIXTY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THREE SIXTY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.