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365 WEALTH MANAGEMENT GROUP

MASON, OH · CRD 314674 · IAPD ↗ · 365wmg.com · 513-880-0002

$186.6MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — 365 WEALTH MANAGEMENT GROUP shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
November 2024 — 365 WEALTH MANAGEMENT GROUP notice-filed in FL, IN, KY, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — 365 WEALTH MANAGEMENT GROUP grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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