360 Wealth Management, LLC

Investment Advisor
in Dallas, TX
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About this Advisor

Steven Diamond is a certified financial planner located in Dallas, Texas. Currently a registered advisor with 360 Wealth Management, LLC, they have accumulated 16 years of practice in the financial advisory industry. Diamond maintains a Series 63 license, qualifying them as a securities agent. Diamond is registered to advise investors in Texas. Their career trajectory has included roles at Lpl Financial LLC and 360 Wealth Management, LLC. 360 Wealth Management, LLC is based out of Dallas, Texas, and operates out of 41 offices across the United States. Overall, 360 Wealth Management, LLC oversees $900 million in assets across 4,765 accounts and retains more than 92 people. The amount of assets the firm manages makes it one of the bigger firms in the United States. The firm manages 4,573 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. 360 Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

17300 N Dallas Parkway Ste 2065
Dallas, TX 75248

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360 Wealth Management, LLC Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Steven Diamond Work History

Steven has 16 years of experience.

2012 - Present (7 years)

360 Wealth Management, LLC

2002 - Present (17 years)

Lpl Financial LLC


Steven Diamond has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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