Three Sixty Wealth Management, LLC

Overview

Three Sixty Wealth Management, LLC is an SEC registered investment adviser based in Bloomington, IL, registered since 2019. It reports $19M in assets under management across 627 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$19M

Discretionary

100%

Accounts

627

Average account

$303K

Employees

6

Advisory reps

5

Registered since

2019

Jurisdictions

6

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• James R Dischert Chief Executive Officer, Chief Compliance Officer

Advisory reps 3 of 5

• Dawson G T Paul Brooks Insurance Agent · Investment Adviser Rep CRD 7972668
• James R Dischert Insurance Agent · Investment Adviser Rep CRD 5204944
• Jason Allen Marion Investment Adviser Rep CRD 8161117

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1702 Tullamore Ave Ste B
Bloomington, IL 61704

County

McLean

Metro area

Bloomington, IL

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: threesixtywm.com

Every state, with registration dates

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