Filings through .
360 Wealth Management, LLC
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served1Rank #6424 of mapped providers
Assets under administration$13M0.0%Rank #12109 by share of filed assets
Fees received$10,481Median $10,481/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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