$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
2 Employees
132 ADV. Clients
5 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest zenith
- Established Date
- 02-17-2021
- Office Locations
- 1
Office Locations
1017 2ND ST SW Roanoke VA
About 360 Wealth Consultants, LLC
360 Wealth Consulting (Roanoke, VA) provides wealth management plus integrated tax/accounting and payroll support for business owners and individuals planning for retirement. The team builds personalized, portfolio-based investment strategies with a strong ETF tilt and offers near real-time bookkeeping and on-demand reporting. Advisors hold the RFC credential and work on platforms including AssetMark and Schwab custody.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$123.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Accredited Investors
Crest zenith
Asset Classes
Frontier atlas Peak Element
Client Personas
Fusion North harbor
Custodian
Bridge legacy Momentum radial Oak horizon Insight pathway
Investment Themes
North Quantum Wave vertex
Investment Vehicles
Atlas
Platform
Peak Element
Services
Pioneer Wave horizon Glacier Vertex alpha Bridge Pathway horizon Bridge legacy Alpha Oak element
Technology
Alpha legacy
Owner & Executives
MICHAEL EDWARD SHELTON
Consultant, Managing Member
- CRD
- #6178299
- Ownership
- 75% or more
(735) 408-6770
value.horizon@oakcapital.com
in linkedin.com/in/timber-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,232,758 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,232,758 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,232,758
Equity - Exchange:
31.3% Equity - OTC:
30.5% Cash:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,331,156,096 | 31.3% |
| Equity - OTC | $2,271,573,832 | 30.5% |
| Cash | $2,845,053,127 | 38.2% |
| Total | $7,447,783,055 | 100.0% |