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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital glacier
- Established Date
- 09-17-2015
- Office Locations
- 1
Office Locations
About Fc360 Wealth Management, Inc.
FC360 Wealth Management is a Roseville, CA advisory firm serving individuals and families across the Sacramento region and wider California. It offers integrated wealth management alongside proactive tax planning and preparation, with in-house insurance support and estate planning/living trust guidance through FC360 Legal—designed to keep key professionals under one roof. Portfolio management emphasizes fiduciary advice and low-cost vehicles, including ETFs.
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Investment Themes
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Technology
Owner & Executives
LOUIS JOAQUIN BARRIENTOS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3222223
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,187,152 | $207,595 |
| Non-Discretionary | $0 | -- |
| Total | $158,187,152 | $207,595 |
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Separately Managed Accounts
Total SMA Asset: $158,187,152
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $778,708,094 | 41.9% |
| U.S. Government/Agency | $564,981,528 | 30.4% |
| Cash | $514,802,248 | 27.7% |
| Total | $1,858,491,870 | 100.0% |