365 Wealth Management Group
365 Wealth Management Group is an SEC-registered mass-market adviser in Mason, OH with $186.6M assets under management (AUM, regulatory AUM), +2% over one year. See who owns 365 Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314674, SEC 801-126521, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $186.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Mason, OH
- Employees
- 8
- Clients
- 560
- CRD
- 314674
- Ownership
- HAASE, WILLIAM, MICHAEL; Petraitis, Brian, Joseph; Wolfgram, Thomas, James
How much AUM does 365 Wealth Management Group have?
365 Wealth Management Group reported $186.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns 365 Wealth Management Group?
Disclosed owners and executives of 365 Wealth Management Group include HAASE, WILLIAM, MICHAEL, Petraitis, Brian, Joseph, Wolfgram, Thomas, James. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.