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Rhonda Lee Grover

Wealth 360, LLC

Buford, GA

CRD 7557284

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Employer firm

Wealth 360, LLC CRD 141663

$95.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • SUB-ADVISORY SERVICES

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

Current Employers
Wealth 360, Llc

1400 Buford Highway Suite M-4, Buford, GA 30518 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-23
GA RA APPROVED 2022-05-23
  • TX RA
    APPROVED
    Since 2023-05-23
  • GA RA
    APPROVED
    Since 2022-05-23

Branch Locations

1400 Buford Highway Suite M-4, Buford, GA 30518 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth 360, Llc Buford GA 05/2022 Present
Wealth 360, Llc Buford GA 01/2017 Present
Self-Employed Lawrenceville GA 01/2012 12/2018
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

STEVEN ROBERT SCHWARTZ
JOEL TERRELL SWAIM
TIMOTHY D RINE

Nearby Offices

LPL FINANCIAL LLC · BUFORD, GA
CHARLES SCHWAB & CO., INC. · Buford, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BUFORD, GA

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