Overview
Assets Under Management: $158 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 107
Average Client Assets: $1.1 million
Frequently Asked Questions
FC360 WEALTH MANAGEMENT, INC. 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 #171788), FC360 WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FC360 WEALTH MANAGEMENT, INC. is headquartered in ROSEVILLE, CA.
FC360 WEALTH MANAGEMENT, INC. serves 107 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, FC360 WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FC360 WEALTH MANAGEMENT, INC. manages $158 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, FC360 WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.60%
Average Client Assets: $1.1 million
Total Client Accounts: 762
Discretionary Accounts: 762
Regulatory Filings
CRD Number: 171788
Filing ID: 2082763
Last Filing Date: 2026-03-25 16:42:48