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).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $264,777
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, IL, TX, WI

Financial Advisors at Three Sixty Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dena Abdelaziz
CRD#: 7074382
1702 Tullamore Ave, Suite B, Bloomington, IL 61704

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.

2
James R. Dischert
CRD#: 5204944
1702 Tullamore Ave, Suite B, Bloomington, IL 61704

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.

3
Logan C. Spaw
CRD#: 6273161
1702 Tullamore Ave, Suite B, Bloomington, IL 61704

Logan Spaw (CRD# 6273161) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 9 years of experience in the finance industry.

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