William Michael Haase

Employer firm

365 Wealth Management Group CRD 314674

$187M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Wells Fargo Advisors Financial Network, Llc
  Cincinnati, OH
• 05/2021 → Present
  Axecap Investments Llc
  Mason, OH

Previous Registrations

• 2024-05-20 → 2025-12-31
  365 Wealth Management Group
  Mason, OH
• 2021-05-19 → 2023-12-31
  365 Wealth Management Group
  Mason, OH
• 2015-11-06 → 2021-06-15
  Wells Fargo Advisors Financial Network, Llc
  Cincinnati, OH
• 2008-12-24 → 2015-11-12
  Edward Jones
  Fairfield, OH
  St Louis, MO

Other Businesses

CARBON WEALTH MANAGEMENT LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 3/3/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. ELLA MIA LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 4/6/2017, 1 HOUR PER MONTH, ZERO DURING TRADING, REAL ESTATE HOLDINGS. NOMS NOMS LLC, NOT INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 3/18/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, CATERING. HEDGEHOG INVESTMENTS LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 12/21/2017, 1 HOUR PER MONTH, ZERO DURING TRADING, REAL ESTATE HOLDINGS. WU TANG FINANCIAL LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 6/29/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, MANAGE RENTAL PROPERTIES. BBBC,LLC; NOT INVESTMENT RELATED; CINCINNATI,OH; 100% OWNERSHIP; START DATE 03/18/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDING COMPANY FOR PERSONAL AUTOMIBILE AND EQUIPMENT. YELLOW FLOWER LLC, INV RELATED, LOVELAND, OH, 100% OWNERSHIP, START 11/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, PERSONAL EXPENSES. CASCADE ENTERPRISES, LLC, INVESTMENT RELATED, PRIVATE-PLACEMENT AND REAL ESTATE INVESTMENT ENTITY. OPTIMUS V1 LLC, INVESTMENT RELATED, MANAGER OF A PRIVATE INVESTMENT ENTITY, MANAGES A PRIVATE INVESTMENT ENTITY.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-05

Other Names

• William Haase