360 Wealth Management, Inc.

360 Wealth Management, Inc. (CRD# 127589) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $21,198,813 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10037 E Dynamite Blvd., Suite #c-110, Scottsdale, AZ 85262
https://twitter.com/founder360wminc
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $143,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at 360 Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Renee Wilkinson, financial advisor Scottsdale AZ
Renee S. Wilkinson
CRD#: 2423900
10037 E. Dynamite Blvd., Ste. C-110, Scottsdale, AZ 85262

Renee Wilkinson (CRD# 2423900) is an Investment Advisor Representative working at 360 Wealth Management, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.

2
William Wilkinson, financial advisor Scottsdale AZ
William H. Wilkinson
CRD#: 2314953
10037 E. Dynamite Blvd., Ste. C-110, Scottsdale, AZ 85262

William Wilkinson (CRD# 2314953) is an Investment Advisor Representative working at 360 Wealth Management, Inc. in Scottsdale, AZ and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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