Wealth 360, LLC
Wealth 360, LLC (CRD# 141663) is a financial advisory firm headquartered in Buford, GA. They manage $59,255,939 in 344 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
-
Total Number of Accounts344ACCOUNTS
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Average Account Value$172,256
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, TX
Financial Advisors at Wealth 360, LLC
1
Christopher Staples (CRD# 4520166) is an Investment Advisor Representative working at Wealth 360, LLC in Buford, GA and has over 21 years of experience in the finance industry.
2
Rhonda Grover (CRD# 7557284) is an Investment Advisor Representative working at Wealth 360, LLC in Buford, GA and has 1 year of experience in the finance industry.
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