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360 Wealth Creation
360 WEALTH CREATION is a state-registered investment adviser in Austin, TX. It has one employee and one investment adviser. The firm is based in Austin.
Overview
360 WEALTH CREATION is a state-registered investment adviser in Austin, TX. It has one employee and one investment adviser. The firm is based in Austin.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
City
Austin
Corporate office
New York, NY, United States
Principals
Chris K. H. Lee
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who manages investment decisions at 360 Wealth Creation?
Chris K. H. Lee serves as Founder and Chief Investment Officer, overseeing all allocation and deal sourcing. The firm does not publicly disclose additional investment committee members (public record).
Does 360 Wealth Creation invest as a limited partner in external funds?
Yes. Public filings indicate the firm makes fund commitments alongside direct investments. The firm evaluates both closed-end fund LP stakes and co-investment opportunities (per public filings).
What investment stages does 360 Wealth Creation target?
The firm targets middle-market buyouts, growth equity, and venture capital stages. It also participates in real estate transactions across commercial and residential asset classes (public record).
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