# Three Sixty Wealth Management

Three Sixty Wealth Management is a Bank / Wealth / Trust based in Bloomington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bloomington, United States
- **Region:** North America
- **Address:** Bloomington, IL, United States
- **Founded:** 2006
- **Assets under management:** <$100M (Altss estimate)
- **Website:** threesixtywm.com
- **LinkedIn:** https://www.linkedin.com/company/three-sixty-wealth

## Regulatory record

- **CRD number:** 301007
- **SEC file number:** 801-120638
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301007

## About

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. 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.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### What services does Three Sixty Wealth Management provide?

The firm offers estate planning, tax planning, and investment management services, with an emphasis on holistic financial planning for individuals and high-net-worth clients. It also advises businesses. This scope positions it as a multi-disciplinary wealth management practice rather than a niche investment manager.

### Is Three Sixty Wealth Management a fiduciary?

As a registered investment advisor, Three Sixty Wealth Management is legally bound by a fiduciary duty to act in its clients' best interests. This means it must prioritize client needs over commissions or product sales, a standard that distinguishes RIAs from broker-dealers.

### What is Three Sixty Wealth Management's asset size?

The firm does not publicly disclose its regulatory assets under management. Based on its single-office presence in Bloomington, Illinois, and the absence of known growth events, Altss estimates its AUM is below $100 million. No external publication has reported a verified figure.

### Where does Three Sixty Wealth Management operate geographically?

The firm is headquartered in Bloomington, Illinois, and serves clients primarily in the central Illinois region. No additional offices in other cities or states are known to exist based on public records or the firm's own disclosures.

## Related profiles

- [Three's Company Media Group](https://altss.com/profile/three-s-company-media-group)
- [Thrive Capital Management](https://altss.com/profile/thrive-capital-management)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/three-sixty-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology