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THREE SIXTY WEALTH MANAGEMENT, LLC

BLOOMINGTON, IL · CRD 301007 · IAPD ↗ · (630) 219-1695

$190.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — THREE SIXTY WEALTH MANAGEMENT, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — THREE SIXTY WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — THREE SIXTY WEALTH MANAGEMENT, LLC now reports custody of client assets ($11).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — THREE SIXTY WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.