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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2006
- Office Locations
- 1
Office Locations
About Wealth 360, LLC
Wealth 360, LLC provides customized financial planning and investment portfolio management for individuals, families, young professionals, retirees, and business owners, including retirement plan support. The firm offers portfolio analysis and a no-cost second-opinion review to assess risk and current holdings. Public filings indicate primary use of public funds with some ETF exposure, and it custody-clears through Fidelity/NFS.
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Owner & Executives
CHRISTOPHER THOMAS STAPLES
Chief Compliance Officer, Principal Owner
- CRD
- #4520166
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RHONDA LEE GROVER
--
- CRD
- #7557284
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,992,756 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,992,756 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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