Three Sixty Wealth Management, LLC logo

Three Sixty Wealth Management, LLC

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Client assets under management

$190,090,772

Clients

186

29% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

47

Typical

Average account size

$1,021,993

About

Three Sixty Wealth Management is a small team RIA that manages roughly $190 million for individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth management services that combine discretionary investment management, financial planning, retirement plan advisory (including ERISA 3(38) fiduciary services), and recently added custom and business consulting engagements.

Its investment process is client‑customized and generally long‑term oriented, relying on fundamental analysis and third‑party research to build diversified portfolios across mutual funds, ETFs, and individual securities, and, when appropriate, more specialized instruments such as interval funds, ETNs, and leveraged/inverse ETPs. 360WM typically manages accounts on a discretionary basis, conducts at least annual reviews, and uses institutional custodial platforms and outside vendors for execution, reporting, and research support.

The brochure highlights several features that distinguish 360WM from many peers: advisory personnel are licensed insurance agents and the firm may receive commission compensation through an affiliated insurance entity, and the firm discloses receipt of economic and marketing benefits from custodians and third‑party vendors. Combined with its willingness to provide negotiated, bespoke business and family consulting alongside traditional wealth management and ERISA plan‑level services, these arrangements create conflicts of interest the firm discloses and that may affect how services are delivered.

Client services

Financial planning Portfolio management Pension consulting Cutstom and business consulting services

Expertise

General retirement planning Roth conversion strategy Business exit / sale strategy Business ownership considerations

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Custom and business consulting fees individually negotiated based on scope of work.

Percentage

$0+: up to 1.50% annually (negotiable, based on complexity, asset level, and relationship) $0+: up to 1.50% annually (negotiable, based on size and complexity) for retirement plan advisory services

Commissions

360WM may receive commissions from insurance products sold through its affiliate 360 Insurance.

Other

Account minimum: $1,000,000 Fee-only: Wealth management fees based on assets under management, paid quarterly in advance; fees may be negotiable.

Main office location

Three Sixty Wealth Management, LLC

1702 Tullamore Ave, Suite B

Bloomington IL 61704, United States

Number of offices

4

Most active in

Arkansas · Florida · Illinois · New Jersey · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Logan S

Series 66

Harrison, AR

Three Sixty Wealth Management, LLC

Logan Spaw is a financial advisor at Three Sixty Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Stone Financial and Wealth Advisors and WealthPath Investment Advisors. Outside of his advisory role, he is involved in parking lot maintenance through Seal-A-Lot Cowboys and is a licensed insurance professional with Three Sixty Insurance Group. Three Sixty Wealth Management, LLC is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental investment approach with customized portfolios and offers comprehensive wealth management, discretionary investment management, financial planning, and retirement plan advisory services.

General retirement planning Roth conversion strategy Business exit / sale strategy Business ownership considerations Founder/Business Owner Retired
user avatar

Jason M

Series 65

Bloomington, IL

Three Sixty Wealth Management, LLC

Jason Marion is a financial advisor at Three Sixty Wealth Management, LLC in Bloomington, IL, holding a Series 65 designation. He has two years of industry experience and previously worked for eight years at The Bridge Thrift Store, NFP. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans with customized wealth management and investment services using a primarily long-term, fundamental analysis approach.

General retirement planning Roth conversion strategy Business exit / sale strategy Business ownership considerations Founder/Business Owner Retired
user avatar

Dawson B

Series 65

Bloomington, IL

Three Sixty Wealth Management, LLC

Dawson Brooks is a financial advisor at Three Sixty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience including roles at Cwm, LLC and Illinois State University. Brooks is also a licensed notary public. Three Sixty Wealth Management is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized wealth management and investment services using a primarily long-term, fundamental analysis approach and provides integrated advisory and consulting services through a three-advisor team.

General retirement planning Roth conversion strategy Business exit / sale strategy Business ownership considerations Founder/Business Owner Retired
user avatar

James D

Series 63, Series 65

Bloomington, IL

Three Sixty Wealth Management, LLC

James Dischert is a financial advisor with Three Sixty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked previously at Capital Asset Advisory Services, LLC and Cwm, LLC. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management and discretionary investment management with a primarily long-term, fundamental analysis approach.

General retirement planning Roth conversion strategy Business exit / sale strategy Business ownership considerations Founder/Business Owner Retired
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