Three Sixty Wealth Management, LLC
● SEC registered since 2021CRD 301007SEC# 801-120638Bloomington, IL
Reg. AUM
$190.1M
Employees
6
Accounts
627
Location
Bloomington, IL
Three Sixty Wealth Management, LLC assets under management
Three Sixty Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Bloomington, IL. The firm has been registered since 2021. It reports $190.1 million in regulatory assets under management and employs 6 people.
Three Sixty Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James R Dischert Control | Ceo & Cco | Over 75% | 2019 |
Frequently asked questions
How much does Three Sixty Wealth Management, LLC manage?
Three Sixty Wealth Management, LLC reports $190.1 million in regulatory assets under management on its Form ADV.
How many employees does Three Sixty Wealth Management, LLC have?
Three Sixty Wealth Management, LLC reports 6 employees.
Where is Three Sixty Wealth Management, LLC located?
Three Sixty Wealth Management, LLC is based in Bloomington, IL and has been SEC-registered since 2021.
Does Three Sixty Wealth Management, LLC disclose fund performance?
Three Sixty Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1702 Tullamore Ave, Suite B, Bloomington, IL 61704 |
| Phone | (630) 219-1695 |
| Fax | (630) 839-0064 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.1M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$190.1Mregulatory AUM
Discretionary $190.1M