Updated:
365 Wealth Management Group
365 WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser in MASON, OH, registered since 2022. The firm manages $187 million in assets, $185 million...
365 Wealth Management Group
365 WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser in MASON, OH, registered since 2022. The firm manages $187 million in assets, $185 million on a discretionary basis. It has 8 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
Who runs 365 Wealth Management Group?
The firm's principals and leadership are not named in public sources. No known CEO, CIO, or managing partner is publicly associated with the firm. This lack of transparency is a key constraint for allocators evaluating the entity.
What is 365 Wealth Management Group's investment strategy?
The firm's investment strategy is undisclosed. No specific asset class, stage, or sector focus has been revealed. Without public portfolio holdings or deal flow, its approach remains opaque.
Does 365 Wealth Management Group share relationships with other entities?
No related vehicles, spinouts, or parent companies are publicly associated with 365 Wealth Management Group. Its corporate affiliations are unknown.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: