360 Wealth Management, Inc.

360 Wealth Management, Inc. (CRD# 127589) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $5,529,971 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $44,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at 360 Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Renee S. Wilkinson
CRD#: 2423900
10037 E. Dynamite Blvd., Ste. 110, Scottsdale, AZ 85262
93
Wealthminder
score

Renee Wilkinson (CRD# 2423900) is an Investment Advisor Representative working at 360 Wealth Management, Inc. in Scottsdale, AZ and has over 21 years of experience in the finance industry.

2
William H. Wilkinson
CRD#: 2314953
10037 E. Dynamite Blvd., Ste. 110, Scottsdale, AZ 85262
86
Wealthminder
score

William Wilkinson (CRD# 2314953) is an Investment Advisor Representative working at 360 Wealth Management, Inc. in Scottsdale, AZ and has over 23 years of experience in the finance industry. William Wilkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas S. Miller
CRD#: 1156146
10037 E. Dynamite Blvd., Ste. 110, Scottsdale, AZ 85262
83
Wealthminder
score

Douglas Miller (CRD# 1156146) is an Investment Advisor Representative working at 360 Wealth Management, Inc. in Scottsdale, AZ and has over 32 years of experience in the finance industry.

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