360 WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC (CRD# 164109) is an SEC-Registered Investment Advisor (RIA), headquartered in Dallas, TX. The SEC approved the firm to operate as an RIA in Jun 2012. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $900.0 Million, and has discretion over 95% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .
360 WEALTH MANAGEMENT, LLC also reported in Oct 2018: 92 employees, with 65 performing advisory functions. A total of 42 office locations. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
360 WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
View 360 WEALTH MANAGEMENT, LLC's most recent Form ADV filing
360 WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AK-Mar 2016, AR-Aug 2014, AZ-Aug 2014, CA-Aug 2014, CO-Aug 2014 , FL-Aug 2014, GA-Aug 2014, HI-Apr 2018, IA-Mar 2016, IL-Oct 2015 , KS-Apr 2017, KY-Oct 2015, LA-Aug 2014, MN-Aug 2014, MO-Oct 2015 , MS-Aug 2014, NC-Aug 2014, NE-Sep 2015, NH-Sep 2015, NJ-Aug 2018 , NM-Mar 2016, NV-Feb 2017, OH-Feb 2017, OK-Aug 2014, OR-Aug 2014 , PA-Oct 2015, SC-Oct 2015, TN-Aug 2014, TX-Jun 2012, VA-Apr 2015 , WA-Aug 2014
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