Wealth 360, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Wealth 360, LLC is a fee-only financial planning firm based in Suwanee, Georgia, serving individuals, families, and business owners who seek to grow and protect wealth through personalized financial plans and investment portfolios. The firm emphasizes fiduciary responsibility, with its planners holding CERTIFIED FINANCIAL PLANNER™ designations and operating to align with clients’ best interests. Positioned within the financial services industry, Wealth 360 focuses on delivering customized guidance that integrates planning and investment management to address clients’ long-term financial goals. The company is located at 1400 Buford Highway, Buford, Georgia, and operates with a small professional team. The information provided does not specify the founding date, but situates the firm as a localized advisory practice within the broader wealth management landscape.

Find Wealth 360, LLC employees' phone numbers or email addresses

Wealth 360, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Wealth 360, LLC's Leadership

  • Stylized image of a person
    C. S.
    Principal Owner
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  • Stylized image of a person
    J. C.
    Owner
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  • Stylized image of a person
    R. G.
    Operations Manager
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  • Stylized image of a person
    R. G.
    Certified Financial Planner™ Professional
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  • Stylized image of a person
    S. C.
    Sales Representative
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Wealth 360, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wealth 360, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Principal Owner
    Phone icon
    United StatesArkansas
    Apr 14, 2026
  • Stylized image of a person
    J. C.
    Owner
    Phone icon
    United StatesPennsylvania
    Apr 24, 2025
  • Stylized image of a person
    R. G.
    Operations Manager
    Phone icon
    United StatesGeorgia
    Jul 31, 2024
  • Stylized image of a person
    R. G.
    Certified Financial Planner™ Professional
    Phone icon
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    S. C.
    Sales Representative
    Phone icon
    UNITED STATES
    Mar 21, 2024

Frequently Asked Questions

What is Wealth 360, LLC known for?

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Wealth 360, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 1400 Buford Highway Suite M-4 Buford, Georgia 30518 United States; you can contact the main corporate office by phone at . Explore Wealth 360, LLC's company overview page for more information.

What is Wealth 360, LLC's most common email format?

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Wealth 360, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth 360, LLC email formats with LeadIQ.

How many employees does Wealth 360, LLC have currently?

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Wealth 360, LLC has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Wealth 360, LLC's key employees and leadership?

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As of May 2026, Wealth 360, LLC's key employees include:

  • Principal Owner: C. S.
  • Owner: J. C.
  • Operations Manager: R. G.
  • Certified Financial Planner™ Professional: R. G.
  • Sales Representative: S. C.

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