Overview
Assets Under Management: $187 million
Headquarters: MASON, OH
High-Net-Worth Clients: 70
Average Client Assets: $1.5 million
Frequently Asked Questions
365 WEALTH MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314674), 365 WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
365 WEALTH MANAGEMENT GROUP is headquartered in MASON, OH.
365 WEALTH MANAGEMENT GROUP serves 70 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, 365 WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
365 WEALTH MANAGEMENT GROUP manages $187 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, 365 WEALTH MANAGEMENT GROUP serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.32%
Average Client Assets: $1.5 million
Total Client Accounts: 1,285
Discretionary Accounts: 1,283
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 314674
Filing ID: 2074331
Last Filing Date: 2026-03-31 11:52:20