Updated:
FC360 Wealth Management
Brian Pretti founded FC360 Wealth Management in 2014 as a registered investment advisor based in Roseville, California. The firm advises individuals,...
FC360 Wealth Management
Brian Pretti founded FC360 Wealth Management in 2014 as a registered investment advisor based in Roseville, California. The firm advises individuals, high-net-worth families, and business entities, delivering financial planning, estate planning, and investment management from a single office in Northern California's Sacramento metro area. FC360 manages client portfolios across a mix of equity and fixed-income strategies, with financial planning likely serving as the core advisory wrapper rather than proprietary fund products — a structure common among boutique RIAs of this profile. The firm's public disclosures confirm it serves individual and business-entity clients, suggesting concentrated local relationships and a planning-forward approach. No specific portfolio companies, direct investments, or fund commitments have been reported publicly. The firm operates without disclosed satellite offices. Its scale — measured by headcount or assets — has not been reported publicly, and it does not maintain a visible institutional co-investment program, philanthropic foundation, or adjacent operating vehicle. No recent operational announcements have been captured in public filings or media. What distinguishes FC360 structurally is the absence of external disclosure. The firm appears designed for private-client continuity rather than institutional visibility — an RIA built around a single named principal with no succession announcements, no asset-disclosure filings above regulatory minimums, and no product-shelf marketing. That posture is common among firms that prioritize multi-generational planning relationships over AUM headlines.
General information
Firm type
RIA
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Roseville
Corporate office
Roseville, CA, United States
Principals
Brian J. Pretti
Founder & Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at FC360 Wealth Management?
Founder and Managing Member Brian J. Pretti leads the firm. Public filings list Pretti as the primary control person. The firm has not disclosed additional investment-committee members or portfolio managers.
Does FC360 manage proprietary funds or use external managers?
The firm has not publicly described its investment architecture. Most RIAs of this size and location construct portfolios from individual securities or third-party funds rather than operating proprietary fund structures. Specific manager relationships have not been disclosed.
What client types does FC360 serve?
Per regulatory filings, FC360 advises individuals, high-net-worth individuals, and business entities. The firm has not published minimum-account thresholds or institutional-client relationships beyond that scope.
Does FC360 participate in direct deals, private placements, or alternatives?
No public evidence indicates direct-deal, venture, or private-equity activity. The firm's public profile is consistent with a planning-centered RIA managing traditional liquid portfolios.
How is FC360 regulated, and what does that mean for investors?
FC360 is a registered investment advisor with the SEC, bound by fiduciary duty to act in its clients' best interests. Its Form ADV filings are publicly accessible through the IAPD database.
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: