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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 05-19-2021
- Office Locations
- 1
Office Locations
About 365 Wealth Management Group
365 Wealth Management Group is an independent, fee-based fiduciary advisor in Mason, OH providing personalized wealth management and financial planning for individuals and families (including entrepreneurs) across major life events and retirement. The team focuses on long-term, prudently constructed portfolios—often using ETFs alongside mutual funds and fixed income—and does not sell proprietary products. Custodied with Charles Schwab.
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Owner & Executives
WILLIAM MICHAEL HAASE
Chief Executive Officer, Managing Member
- CRD
- #5601899
- Ownership
- 75% or more
Brian Joseph Petraitis
Chief Compliance Officer
- CRD
- #7255407
- Ownership
- Less than 5%
Matrix harbor
Capital delta
- CRD
- #25866
- Ownership
- 48.4%
Showing 2 of 3 owners & executives
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WILLIAM LEWIS HAASE
Senior Financial Advisor
- CRD
- #1125283
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,425,688 | $144,525 |
| Non-Discretionary | $1,200,269 | $600,135 |
| Total | $186,625,957 | $145,234 |
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Separately Managed Accounts
Total SMA Asset: $186,625,957
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $959,601,497 | 19.1% |
| Other | $994,770,138 | 19.8% |
| Cash | $688,300,550 | 13.7% |
| Public Funds | $854,095,573 | 17.0% |
| Equity - OTC | $859,119,665 | 17.1% |
| Private Funds | $668,204,183 | 13.3% |
| Total | $5,024,091,606 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON OAK FUSION | MATRIX HORIZON | R4LZJIJIF | EEZC | 11.12% | $12,177,191 |
| CATALYST FUSION | VITAL NORTH | 14CTRWB5U | KNMU | 9.84% | $98,573,405 |
| OAK PEAK | RADIAL VITAL | G3586SIL8 | OIMTE | 7.12% | $40,364,143 |
| TIMBER VITAL | FUSION MOMENTUM | H5UKFD3NN | DWZ | 9.05% | $7,340,665 |
| CATALYST EAGLE OAK | CAPITAL MATRIX | K89WX05E8 | EMOKN | 10.47% | $82,195,247 |
| VERTEX BEACON CAPITAL | DELTA UNISON | W8L4D74XW | QNG | 2.83% | $70,744,485 |
| SUMMIT ALPHA | FRONTIER VERTEX | U3BM4B033 | ELW | 6.02% | $94,656,440 |
| OAK CATALYST MOMENTUM | INSIGHT RIDGE | FQOGS91PB | JTXGZ | 4.36% | $32,651,997 |