Three Sixty Wealth Management, LLC
Three Sixty Wealth Management, LLC is an SEC-registered wealth manager in Bloomington, IL with $190.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Three Sixty Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301007, SEC 801-120638, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $190.1M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Bloomington, IL
- Employees
- 6
- Clients
- 186
- CRD
- 301007
- Ownership
- DISCHERT, JAMES R; SPAW, LOGAN, CHRISTOPHER
How much AUM does Three Sixty Wealth Management, LLC have?
Three Sixty Wealth Management, LLC reported $190.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Three Sixty Wealth Management, LLC?
Disclosed owners and executives of Three Sixty Wealth Management, LLC include DISCHERT, JAMES R, SPAW, LOGAN, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.