Wealth 360, LLC

Wealth 360, LLC (CRD# 141663) is a financial advisory firm headquartered in Suwanee, GA. They manage $15,150,413 in 158 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $95,889
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

GA, TX

Financial Advisors at Wealth 360, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher T. Staples
CRD#: 4520166
3449 Lawrenceville Suwanee Road, Suite E, Suwanee, GA 30024
96
Wealthminder
score

Christopher Staples (CRD# 4520166) is an Investment Advisor Representative working at Wealth 360, LLC in Suwanee, GA and has over 14 years of experience in the finance industry. Christopher Staples 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.

2
Tracey Gordineer
CRD#: 6179365
3449 Lawrenceville Suwanee Road, Suite E, Suwanee, GA 30024
89
Wealthminder
score

Tracey Gordineer (CRD# 6179365) is an Investment Advisor Representative working at Wealth 360, LLC in Suwanee, GA and has over 3 years of experience in the finance industry.

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