{"url":"https://nivawealth.com/firms/fc360-wealth-management-171788","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/171788","regulatoryAum":158187152,"crd":"171788","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3222223","suffix":null,"lastName":"BARRIENTOS","firstName":"LOUIS","middleName":"JOAQUIN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-01","regulatoryAum":107355466,"clients":342,"employees":1,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":120176814,"clients":285,"employees":1,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":100353333,"clients":297,"employees":1,"offices":1},{"filedOn":"2024-03-30","regulatoryAum":113486163,"clients":319,"employees":1,"offices":1},{"filedOn":"2025-03-30","regulatoryAum":127103442,"clients":365,"employees":1,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":158187152,"clients":379,"employees":1,"offices":1}],"secFileNumber":"801-121040","legalName":"FC360 Wealth Management, Inc.","displayName":"FC360 Wealth Management","slug":"fc360-wealth-management-171788","website":"https://fc360.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"1508 Eureka Road, Suite 145","city":"Roseville","state":"CA","stateName":"California","country":"United States","postalCode":"95661"},"tradeNames":[],"registration":{"secApproved":"28 April 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":417380.34828496043,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":158187152,"discretionary":158187152,"discretionaryAccounts":762,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":272,"regulatoryAum":37022889},{"label":"High-net-worth individuals","clients":107,"regulatoryAum":121164263}],"feePrograms":[{"role":"other","program":"Employer Sponsored Retirement Plan Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026342","versionId":1026342,"submittedOn":"2026-03-25","documentName":"FC360, INC. FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:58:44.10434+00:00","documents":[{"name":"FC360, INC. FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026342","versionId":1026342,"submittedOn":"2026-03-25"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026343","versionId":1026343,"submittedOn":null}]},"custodians":[],"custodyNote":"FC360 Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Louis Barrientos","title":"CEO/CCO","crd":"3222223"}],"ownership":[{"label":"Louis Barrientos","detail":"Ceo/cco in the 75% or more ownership band and a control person, since September 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1508 Eureka Road, Suite 145","city":"Roseville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"916-379-7980","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"U.S. government/agency bonds","percent":39},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/171788/PDF/171788.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026342","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does FC360 Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does FC360 Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does FC360 Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FC360 Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns FC360 Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FC360 Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact FC360 Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}