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360 Wealth Management, Inc.

Headquartered in SCOTTSDALE, AZ

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Firm Information

360 Wealth Management, Inc. is a registered investment advisor with $21,198,813 in regulatory assets under management. They offer a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals. The firm has two licensed agents and two investment adviser representatives and primarily serves individuals other than high-net-worth individuals.

360 Wealth Management, Inc.

$21.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

360 WEALTH MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

SCOTTSDALE, AZ

location

Scottsdale, AZ

Advisors at 360 Wealth Management, Inc.

View All 3 Advisors
Unclaimed
Renee Scimone Wilkinson

RA

SCOTTSDALE, AZ

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Calvin William Wilkinson

RA

SCOTTSDALE, AZ

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William Harold Wilkinson

CFP®, CFC®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for 360 Wealth Management, Inc..

Frequently Asked Questions (8)

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