FC360 Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
FC360 Wealth Management reports 379 clients. They include 272 individual clients and 107 high-net-worth individuals. Of its assets, 100.0% ($158M across 762 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 23% |
| High-net-worth individuals | 28% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 272 | $37M | 23.4% | $136K |
| High-net-worth individuals | 107 | $121M | 76.6% | $1.13M |
| Total | 379 | $158M | 100% | $417K |
- Clients
- 272
- Regulatory AUM
- $37M
- AUM share
- 23.4%
- Avg. per client
- $136K
- Clients
- 107
- Regulatory AUM
- $121M
- AUM share
- 76.6%
- Avg. per client
- $1.13M
Total
- Clients
- 379
- Regulatory AUM
- $158M
- AUM share
- 100%
- Avg. per client
- $417K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
FC360 Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Employer Sponsored Retirement Plan Services
- Full Service Plan Platform for employer-sponsored 401(k) plans: a maximum annual fee of 0.50% of assets under management, billed monthly through the plan provider and negotiable by the client.
Louis Barrientos owns 75% or more of FC360 Wealth Management. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of FC360 Wealth Management, Inc.
Louis Barrientos
Control person · since September 2015
FC360 Wealth Management’s regulatory assets grew from $107M (April 2021) to $158M (March 2026); clients rose from 342 to 379 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $158M | 379 | 1 | 1 |
| Mar 2025March 2025 | $127M | 365 | 1 | 1 |
| Mar 2024March 2024 | $113M | 319 | 1 | 1 |
| Mar 2023March 2023 | $100M | 297 | 1 | 1 |
| Mar 2022March 2022 | $120M | 285 | 1 | 1 |
| Apr 2021April 2021 | $107M | 342 | 1 | 1 |
Besides its headquarters, FC360 Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 1508 Eureka Road, Suite 145, RosevilleHQ
Contact and registration details
- Legal name
- FC360 Wealth Management, Inc.
- Headquarters
- 1508 Eureka Road, Suite 145, Roseville, CA 95661
- Website
- fc360.com
- Phone
- 916-379-7980
- SEC file
- 801-121040
- Structure
- California corporation
- Fiscal year end
- December
FC360 Wealth Management does not have custody of client assets.
At year end, FC360 Wealth Management’s separately managed accounts were mostly in stocks (60%) and bonds (39%).
What the accounts hold
- Stocks60%
- Bonds39%
- Cash1%
How many clients does FC360 Wealth Management have?
FC360 Wealth Management has 379 clients and manages $158 million for them, as of March 2026. They include 272 individual clients and 107 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does FC360 Wealth Management offer?
FC360 Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does FC360 Wealth Management have?
FC360 Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FC360 Wealth Management invest in?
At the end of its last fiscal year, FC360 Wealth Management’s separately managed accounts held 60% exchange-traded equities, 39% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FC360 Wealth Management?
FC360 Wealth Management’s direct owner is Louis Barrientos (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does FC360 Wealth Management get paid?
FC360 Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact FC360 Wealth Management?
FC360 Wealth Management’s main office is at 1508 Eureka Road, Suite 145, Roseville, CA 95661. Its phone number is 916-379-7980. Its website is fc360.com.