# 360 Wealth Creation

360 Wealth Creation is a RIA based in Austin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** 360wealthcreation.com

## Regulatory record

- **CRD number:** 339237
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339237

## About

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.

## Sectors

- Private Equity
- Real Estate
- Venture Capital
- Private Credit

## People

- Chris K. H. Lee — Founder & Chief Investment Officer

## 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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- [PLH Family Office, LLC](https://altss.com/profile/plh-family-office-llc)
- [Pen Capital, LLC](https://altss.com/profile/pen-capital-llc)

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Last updated: 2026-07-06T01:24:10.448Z

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