360 Wealth Management, L.L.C. is a US-based independent financial advisory firm that offers personalized financial planning and wealth management services. The company's mission is to help clients achieve their financial goals through a holistic approach that covers investment management, retirement planning, estate planning, and insurance services. They emphasize building long-term relationships and providing objective advice, operating under a fiduciary standard where applicable. The firm is registered as an Investment Adviser with the SEC and as a broker-dealer with FINRA.

Founded in

Denmark