THREE SIXTY WEALTH MANAGEMENT, LLC
CRD #301007 SEC #801-120638 BLOOMINGTON, IL (630) 219-1695
SEC Registered
Total AUM
$154.2M
Discretionary
$154.2M
Employees
6
Clients
101
Accounts
649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $154.2M | $154.2M | $0 | 6 | 0 |
| May 2025 | $154.2M | $154.2M | $0 | 6 | 0 |
| Mar 2025 | $154.2M | $154.2M | $0 | 6 | 0 |
| Dec 2024 | $135.8M | $135.8M | $0 | 7 | 0 |
| Jun 2024 | $135.8M | $135.8M | $0 | 7 | 0 |
| Mar 2024 | $135.8M | $135.8M | $0 | 7 | 0 |
| Dec 2023 | $127.5M | $127.5M | $0 | 7 | 0 |
| Oct 2023 | $127.5M | $127.5M | $0 | 6 | 0 |
| Sep 2023 | $119.9M | $119.9M | $0 | 6 | 0 |
| Aug 2023 | $119.9M | $119.9M | $0 | 6 | 0 |
| Jul 2023 | $119.9M | $119.9M | $0 | 5 | 0 |
| Jun 2023 | $119.9M | $119.9M | $0 | 5 | 0 |
| Mar 2023 | $119.9M | $119.9M | $0 | 5 | 0 |
| Aug 2022 | $123.9M | $123.9M | $0 | 3 | 0 |
| Mar 2022 | $123.9M | $123.9M | $0 | 4 | 0 |
| Feb 2022 | $105M | $105M | $0 | 5 | 0 |
| Apr 2021 | $105M | $105M | $0 | 5 | 0 |
| Feb 2021 | $105M | $105M | $0 | 5 | 0 |
DateDec 2025
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients0