360 Financial

360 Financial was established in 1995 as a US-based wealth manager. It focuses on advisory services for individuals, trusts, and corporations.

360 Financial

360 Financial was established in 1995 as a US-based wealth manager. It focuses on advisory services for individuals, trusts, and corporations. The firm offers estate planning, financial planning, and pension consulting. No public data detail asset-class allocations, named holdings, or geographic deployment beyond its headquarters location. Team size, additional offices, and recent operational events remain undisclosed in available records. No adjacent vehicles or club memberships appear in source material. Governance follows a standard RIA structure with no disclosed succession plan or hybrid operating-company relationship.

Website

360financial.net

linkedin.com/company/360-financial

General information

Firm type

Wealth Manager

Year founded

1995

Location

Region

North America

Country

United States

City

Wayzata

Corporate office

Wayzata, United States

Who runs investment decisions at 360 Financial?

No named principals or CIO appear in public records.

Does 360 Financial participate in fund commitments or only direct deals?

Available information shows advisory services without reference to fund commitments or direct co-investments.

Where does the underlying wealth come from?

No wealth-origin disclosure exists for the client base or firm principals.

What investment stages does 360 Financial typically target?

The firm provides planning and consulting services without disclosed stage focus.

How is 360 Financial related to any parent or affiliated vehicle?

No parent, spinout, or affiliated entity is identified in source material.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.