# 360 Financial

360 Financial is a RIA based in Wayzata, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wayzata, United States
- **Region:** North America
- **Address:** Wayzata, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** 360financial.net
- **LinkedIn:** https://www.linkedin.com/company/360-financial

## Regulatory record

- **CRD number:** 168600
- **SEC file number:** 801-78425
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168600

## About

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.

## Questions

### 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.

### 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.

## Related profiles

- [360 Capital](https://altss.com/profile/360-capital)
- [360ip](https://altss.com/profile/360ip)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/360-financial

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