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Three Sixty Wealth Management Logo
Three Sixty Wealth Management CB Rank
1692049
Heat Score
54
Three Sixty Wealth Management is a financial planning and wealth management firm.
Founded
obfuscation
Private Bloomington, Illinois, United States1-10 threesixtywm.com
Advice
Financial Services
Wealth Management
Overview

Three Sixty Wealth Management
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Three Sixty Wealth Management

CB Rank
1692049
Three Sixty Wealth Management is a financial planning and wealth management firm.
Founded
obfuscation
Private Bloomington, Illinois, United States1-10 threesixtywm.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Three Sixty Wealth Management LLC
Also Known As 360 Wealth
Operating Status Active
Company Type For Profit
Founders  James R Dischert
Phone Number 1 630-219-1695
Contact Email info@threesixtywm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory
Provides customized investment strategies and portfolio management tailored to client goals, risk tolerance, and financial situation.
Advanced Planning
Offers comprehensive financial planning beyond wealth accumulation to address complex financial needs and goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News
Technology
View Tech Report

IT Spend

$64.4KThis year, Three Sixty Wealth Management is projected to spend $64.4K on IT, according to Aberdeen.

Active Website Tech Count

18Three Sixty Wealth Management is actively using 18 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Three Sixty Wealth Management's headquarters? Three Sixty Wealth Management is located in Bloomington, Illinois, United States.Who are Three Sixty Wealth Management's competitors? Alternatives and possible competitors to Three Sixty Wealth Management may include HighTower Advisors, LPL Financial, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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