Three Sixty Wealth Management, LLC
Three Sixty Wealth Management, LLC (CRD# 301007) is a financial advisory firm headquartered in Bloomington, IL. They manage $135,830,635 in 513 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management136MILLION
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Total Number of Accounts513ACCOUNTS
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Average Account Value$264,777
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, FL, IL, TX, WI
Dena Abdelaziz (CRD# 7074382) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 5 years of experience in the finance industry.
James Dischert (CRD# 5204944) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 17 years of experience in the finance industry.
Logan Spaw (CRD# 6273161) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 10 years of experience in the finance industry.