CRD: 301007
Three Sixty Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2019
- Office Locations
- 2
Office Locations
About Three Sixty Wealth Management, LLC
Three Sixty Wealth Management is a Bloomington, IL-based RIA serving affluent families, business owners, and key executives with customized wealth planning and ongoing advice. Its proprietary WEALTHPRINT framework guides an integrated process to design, build, and protect clients’ financial lives, alongside portfolio construction and asset allocation (including mutual funds and ETFs). The firm custody relationship includes Schwab and it uses Black Diamond reporting.
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Owner & Executives
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DAWSON G. BROOKS
--
- CRD
- #7972668
JAMES R DISCHERT
Wealth Advisor
- CRD
- #5204944
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,090,772 | $303,175 |
| Non-Discretionary | $0 | -- |
| Total | $190,090,772 | $303,175 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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