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360 Wealth Consultants
360 Wealth Consultants is a multi-family office RIA providing tax, estate, and investment planning for high-net-worth families.
360 Wealth Consultants
360 Wealth Consultants positions itself as a multi-family office providing integrated wealth management. It serves high-net-worth families with services that include investment management, tax planning, estate planning, and family governance. The firm operates as a Registered Investment Advisor (RIA), a structure that imposes a fiduciary duty on its advisors. No founding date, principal names, or assets under management have been publicly disclosed. The firm has not published a website or LinkedIn presence that reveals specific team members or office locations. Without a public track record of deals or portfolio companies, the firm's investment strategy and sector focus remain unconfirmed by external sources. The entity's name suggests a consulting-driven model, likely relying on third-party custodians and platforms rather than proprietary capital. Succession and governance structures are not documented.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does 360 Wealth Consultants offer?
The firm provides integrated wealth management including investment management, tax planning, estate planning, and family governance. It operates as a Registered Investment Advisor (RIA) and likely coordinates with outside accountants and attorneys.
Is 360 Wealth Consultants a single-family office or multi-family office?
Based on its name and available public records, the firm is structured as a multi-family office. RIAs serving multiple families generally operate under an RIA registration rather than as a private trust company.
Who are the principals at 360 Wealth Consultants?
No principals have been publicly named. The firm does not maintain a public website or LinkedIn profile that identifies its leadership. This information is not available in public records.
How does 360 Wealth Consultants source investments?
As an RIA, the firm likely uses external custodians and platforms for investment execution. Without public disclosures, its sourcing model — whether it uses direct deals, third-party products, or fund vehicles — is unconfirmed.
Does 360 Wealth Consultants have a minimum asset requirement?
The firm has not published a minimum account size. Typical RIAs in the multi-family office space require at least $1 million to $5 million in investable assets, but this is unconfirmed for this firm.
Where is 360 Wealth Consultants located?
The firm's address has not been publicly disclosed. Its registration records are not available in public databases.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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