FC360 WEALTH MANAGEMENT, INC.
CRD #171788 SEC #801-121040 ROSEVILLE, CA 916-379-7980
SEC Registered
Total AUM
$127.1M
Discretionary
$127.1M
Employees
1
Clients
10
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $127.1M | $127.1M | $0 | 1 | 0 |
| Mar 2024 | $113.5M | $107.1M | $6.4M | 1 | 0 |
| Mar 2023 | $100.4M | $88.4M | $12M | 1 | 0 |
| Mar 2022 | $120.2M | $98M | $22.1M | 1 | 0 |
| Apr 2021 | $107.4M | $85.8M | $21.6M | 1 | 0 |
| Mar 2021 | $107.4M | $85.8M | $21.6M | 1 | 0 |
| Mar 2017 | $59.6M | $46.7M | $12.9M | 1 | 100 |
| Mar 2016 | $50.8M | $39.4M | $11.4M | 2 | 26 |
| Oct 2015 | $45.5M | $34.5M | $11M | 2 | 26 |
| Oct 2015 | $45.5M | $34.5M | $11M | 2 | 26 |
| Oct 2015 | $45.5M | $34.5M | $11M | 2 | 26 |
| Sep 2015 | $45.5M | $34.5M | $11M | 2 | 26 |
| Aug 2015 | $833.7K | $583.7K | $250K | 2 | 26 |
| Jun 2015 | $350K | $350K | $0 | 2 | 26 |
| Apr 2015 | $225K | $225K | $0 | 2 | 26 |
| Nov 2014 | $202K | $0 | $202K | 2 | 0 |
DateMar 2025
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$113.5M
Discretionary$107.1M
Non-Disc.$6.4M
Employees1
Clients0
DateMar 2023
Total AUM$100.4M
Discretionary$88.4M
Non-Disc.$12M
Employees1
Clients0
DateMar 2022
Total AUM$120.2M
Discretionary$98M
Non-Disc.$22.1M
Employees1
Clients0
DateApr 2021
Total AUM$107.4M
Discretionary$85.8M
Non-Disc.$21.6M
Employees1
Clients0
DateMar 2021
Total AUM$107.4M
Discretionary$85.8M
Non-Disc.$21.6M
Employees1
Clients0
DateMar 2017
Total AUM$59.6M
Discretionary$46.7M
Non-Disc.$12.9M
Employees1
Clients100
DateMar 2016
Total AUM$50.8M
Discretionary$39.4M
Non-Disc.$11.4M
Employees2
Clients26
DateOct 2015
Total AUM$45.5M
Discretionary$34.5M
Non-Disc.$11M
Employees2
Clients26
DateOct 2015
Total AUM$45.5M
Discretionary$34.5M
Non-Disc.$11M
Employees2
Clients26
DateOct 2015
Total AUM$45.5M
Discretionary$34.5M
Non-Disc.$11M
Employees2
Clients26
DateSep 2015
Total AUM$45.5M
Discretionary$34.5M
Non-Disc.$11M
Employees2
Clients26
DateAug 2015
Total AUM$833.7K
Discretionary$583.7K
Non-Disc.$250K
Employees2
Clients26
DateJun 2015
Total AUM$350K
Discretionary$350K
Non-Disc.$0
Employees2
Clients26
DateApr 2015
Total AUM$225K
Discretionary$225K
Non-Disc.$0
Employees2
Clients26
DateNov 2014
Total AUM$202K
Discretionary$0
Non-Disc.$202K
Employees2
Clients0