365 WEALTH MANAGEMENT GROUP
Latest filing: Apr 28, 2025 (50 days ago)
AUM
$183,182,460
22% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MASON, OH
5770 GATEWAY BLVD, MASON, OH, UNITED STATES, 45040
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 341 | $0.1 |
| Average Individual AUM | $192,808 | |
| HNW | 69 | $0.1 |
| Average HNW AUM | $1,459,061 | |
| Retail Total | 410 | $0.2 |
| Average Retail AUM | $405,909 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
| JOHN HANCOCK DISTRIBUTORS LLC | BOSTON-MA-USA | $0.0 |
| INTERACTIVE BROKERS LLC | GREENWICH-CT-USA | $0.0 |
| VOYA FINANCIAL ADVISORS, INC. | WINDSOR-CT-USA | $0.0 |
| THE KINGDOM TRUST COMPANY | SIOUX FALLS-SD-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 75% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 13% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 8% | $0.0 |
| Other | 4% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LUANN BECKER | MASON | OH | S63|1997-08-11 | ||||||
| JASON PINSON | MASON | OH | S63|2009-03-30|S66|2013-06-19 | ||||||
| WILLIAM HAASE | MASON | OH | S63|1992-01-16|S65|1999-07-13 | ||||||
| WILLIAM HAASE | MASON | OH | S66|2008-12-05 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.2 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 22% | 8 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 27% | 7 | 1 | 14% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OH, FL-10/02/2024, IN-10/02/2024, KY-10/02/2024, OH-03/29/2024, SC-10/02/2024, VA-10/02/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV