Three Sixty Wealth Management

Three Sixty Wealth Management

Three Sixty Wealth Management was established in 2006 in Bloomington, Illinois, positioning itself as a locally focused registered investment advisor. The firm's founding coincided with a wave of independent RIAs breaking away from wirehouse models in the mid-2000s, though specific founding principals have not been publicly documented. Its base in Bloomington — a city anchored by State Farm Insurance and Illinois State University — places it in a market with steady demand from retired executives, professionals, and small-business owners seeking fiduciary wealth counsel. The firm's investment approach centers on individual portfolio construction and holistic financial planning. Its service set includes estate planning, tax planning, and investment management, indicating a multi-disciplinary practice rather than a single-strategy shop. Asset-class exposure is determined on a client-by-client basis, but typical allocations likely span equities, fixed income, and cash management vehicles common to Midwestern planning practices. The firm's ADV filings and public record confirm it advises both individuals and businesses, with a material emphasis on high-net-worth clients. Its geographic footprint remains concentrated in central Illinois. Three Sixty's scale has not been publicly disclosed. AUM is estimated below $100 million based on its local-only presence, absence of SEC-reported growth events, and typical peer benchmarks for single-office RIAs in secondary Illinois markets. No additional offices or advisory affiliate relationships are known. The firm has not announced recent senior hires, fund launches, or acquisitions in verifiable public sources. As an independent RIA, Three Sixty's structural differentiator is its fiduciary obligation to place client interests ahead of product sales — a distinction from broker-dealer models still prevalent in its region. The firm's longevity in a community bank and credit union-heavy market suggests a durable local referral network, although no succession plan or next-generation leadership structure has been disclosed in public records.