My 360° Wealth Management Group

What My 360° Wealth Management Group does

My 360° Wealth Management Group is a California-based financial advisory firm, legally operated through Global Retirement Partners, LLC as a Registered Investment Advisor, founded in 1998 and headquartered in Glendale, CA. The firm delivers holistic financial life management services to affluent individuals, families, and business owners in the greater Los Angeles area, spanning investment management, retirement planning, estate planning, tax planning, insurance strategies, and business succession planning. It operates a hybrid RIA/broker-dealer model: investment advisory services run through Global Retirement Partners, LLC dba My 360 Wealth Management Group, while securities are offered through LPL Financial (Member FINRA/SIPC), positioning the firm as one of the largest LPL hybrid branches through Global Retirement Partners.

The firm's core technology stack is built entirely on third-party institutional infrastructure rather than proprietary systems. Portfolio construction leverages a multi-custodial platform spanning Charles Schwab, TD Ameritrade, and Fidelity, with access to Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs) from Dimensional Fund Advisors, Goldman Sachs, JP Morgan, BlackRock, Vanguard, and American Funds. Planning and reporting rely on Moneyguide Pro, Emoney Advisors, Orion Advisors, and Finlife Partners. The firm holds DFA Authorized Advisor status and applies a factor-based, academic-research-driven investment philosophy, including ESG and custom-tailored portfolio options. Employer retirement plan services extend across multiple 401(k) providers (Ascensus, John Hancock, Lincoln Financial, Nationwide, Paychex, Transamerica, Vanguard, American Funds).

Revenue mechanics are fee-based and not publicly disclosed: the firm operates on a hybrid AUM fee, flat fee, and/or hourly rate model typical of registered investment advisors, with recurring revenue from ongoing wealth management engagements and employer retirement plan management. The go-to-market is consultative and relationship-driven, distributed through direct advisory from the Glendale headquarters, embedded financial services departments at three partner credit unions (SCE FCU, UMe Credit Union, LA Financial Credit Union) that collectively reach over 100,000 members, and direct-to-employer retirement plan services. Marketing is content-led, supported by a resource center with 70+ articles, 30+ calculators, and 80+ educational videos. Founder and Chief Investment Officer Pierre M. Movsessian (MBA, CFP®, AIF®) leads the firm alongside registered representative Teni Shahnazarian, with an advisory board featuring Nobel Laureate Eugene Fama, JP Morgan CIO David Kelly, and other industry leaders.

Name

My 360° Wealth Management Group

Legal name

Global Retirement Partners, LLC

Website

https://my360wealth.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

251–500 employees

Short description

My 360° Wealth Management Group is a California-based hybrid RIA/broker-dealer providing holistic financial life management to affluent individuals, families, and business owners, with embedded services at three credit unions reaching 100,000+ members.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Financial planning
• Wealth management
• Retirement planning
• Investment advisory
• Business succession

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: The firm operates as a Registered Investment Advisor offering financial planning and wealth management services. Investment advisory services are provided through Global Retirement Partners, LLC dba My 360 Wealth Management Group. Securities are offered through LPL Financial, Member FINRA/SIPC. The firm employs both investment adviser representatives and registered representatives, operating as a hybrid model.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

My 360° Wealth Management Group is a Registered Investment Advisor that delivers holistic financial life management services. The firm provides customized retirement, investment, estate, tax, and insurance planning for affluent individuals, alongside business succession planning and employer retirement plan services for business owners. Investment advisory services are offered through Global Retirement Partners, LLC, with securities provided through LPL Financial.

Product overview

My 360° Wealth Management Group operates as a financial advisory firm offering a unified financial life management platform rather than discrete software products. The core offering is Financial Life Management, an integrated service combining investment management through separately managed accounts (SMAs) and unified managed accounts (UMAs), employer retirement plan services, and individual financial planning. The firm utilizes a multi-custodial platform with access to Charles Schwab and TD Ameritrade, and offers planning tools including Moneyguide Pro, Emoney Advisors, and Orion Advisors. Additional services include factor-based investing portfolios utilizing Dimensional Fund Advisors strategies, socially responsible investment options, and a comprehensive education resource center with calculators, articles, and videos. Business services encompass succession planning, tax planning, and employee benefit consulting for business owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Life Management Holistic financial planning and wealth management service that addresses all aspects of a client's financial life including investments, estate planning, insurance, tax planning, and retirement planning, delivered through a multi-custodial platform for affluent individuals and families.
• Individual Services Personalized financial services including estate planning, tax preparation, insurance strategies, and investment management tailored to individual client needs.
• Business Services Business-focused financial services including key employee attraction and retention, business succession planning, personal and business tax planning, short-term cash management, and personal wealth protection for business owners.
• Employer Retirement Plans Comprehensive retirement plan services for businesses including plan design, fiduciary guidance, investment selection, employee enrollment, and ongoing administration across multiple plan providers including Vanguard, American Funds, Ascensus, John Hancock, and Lincoln Financial Group.
• Separately Managed Accounts (SMAs) Customized equity and bond separately managed accounts offered through institutional managers including DFA, Goldman Sachs, JP Morgan, BlackRock, and Vanguard, providing personalized portfolio management for individual clients.

Quantifiable outcome

• DFA U.S Small Cap Value Portfolio: Average Annual Total Returns as of 9/30/18: 1yr (9.79%), 5yr (9.31%), 10yr (10.81%) with 0.52% Expense Ratio

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration21 records

Partnerships

25 partnerships are on record, tiered core, strategic, supporting and flagship.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorBroker/Dealer relationship. LPL Financial is described as '#1 Independent Broker Dealer' and '#1 in Net Customer Loyalty' with $659 Billion in assets served and $292 Billion in advisory assets. Teni Shahnazarian is a registered representative with LPL Financial. The firm operates as one of the largest LPL Hybrid branches through Global Retirement Partners.
• Global Retirement Partners (GRP)coreChannel Partner/ Reseller/ DistributorRegistered Investment Advisor affiliation. GRP is described as 'Our RIA & One of the largest LPL Hybrid branches.' Investment Advisory Services are offered through Global Retirement Partners, LLC dba My 360 Wealth Management Group.
• Charles SchwabstrategicTechnology or IntegrationAsset custodian providing brokerage services. Listed as an asset custodian alongside TD Ameritrade, enabling multi-custodial platform access.
• TD AmeritradestrategicTechnology or IntegrationAsset custodian providing brokerage services. Listed as an asset custodian alongside Charles Schwab, enabling multi-custodial platform access.
• Dimensional Fund Advisors (DFA)strategicStrategic or Co-development PartnerRenowned asset manager and 'DFA Authorized Advisors.' Eugene Fama, Nobel Laureate and Director of DFA, serves on the advisory board. The firm uses DFA funds for core portfolio strategies with strong long-term performance track records.
• United Capital FinlifestrategicStrategic or Co-development PartnerRobust client planning process partner. Joe Duran, Founder of United Capital & Finlife Partners, serves on advisory board. Firm provides Finlife planning platform access for client financial life planning.
• VanguardsupportingTechnology or IntegrationRenowned asset manager providing portfolio options. Listed among portfolio providers alongside Goldman Sachs, JP Morgan, and BlackRock.
• BlackRocksupportingTechnology or IntegrationRenowned asset manager providing portfolio options. Listed among portfolio providers alongside Vanguard, Goldman Sachs, and JP Morgan.
• Goldman SachssupportingTechnology or IntegrationRenowned asset manager providing portfolio options. Listed among portfolio providers alongside Vanguard, BlackRock, and JP Morgan.
• JP MorgansupportingTechnology or IntegrationRenowned asset manager and Head of Research partner. David Kelly, Chief Investment Officer of JP Morgan, serves on advisory board. Listed among portfolio providers alongside Vanguard, BlackRock, and Goldman Sachs.
• American Funds Capital GroupsupportingTechnology or IntegrationRenowned asset manager providing portfolio options. Listed alongside DFA, Vanguard, and other major asset managers for portfolio construction.
• Moneyguide ProstrategicTechnology or IntegrationPlanning and reporting technology partner providing client financial planning and projection tools. Listed alongside Emoney Advisors and Orion Advisors.
• Emoney AdvisorsstrategicTechnology or IntegrationPlanning and reporting technology partner providing client financial planning tools. Listed alongside Moneyguide Pro and Orion Advisors.
• Orion AdvisorsstrategicTechnology or IntegrationPlanning and reporting technology partner providing portfolio management and reporting. Listed alongside Moneyguide Pro and Emoney Advisors.
• FidelitysupportingChannel Partner/ Reseller/ DistributorStrategic partner for client logins and access. Listed alongside TD Ameritrade and Charles Schwab as strategic partners.
• SCE Federal Credit UnioncoreChannel Partner/ Reseller/ DistributorCredit union partner with Pierre Movsessian managing their financial services department. Located at 12701 Schabarum Avenue, Irwindale, CA 91706.
• LA Financial Credit UnioncoreChannel Partner/ Reseller/ DistributorCredit union partner with Pierre Movsessian managing their financial services department. Combined with SCE FCU and UMe Credit Union, serving 100,000+ members.
• UMe Credit UnioncoreChannel Partner/ Reseller/ DistributorCredit union partner with Pierre Movsessian managing their financial services department. Located at 3000 West Magnolia, Burbank, CA 91505.
• Peak Advisor AlliancesupportingStrategic or Co-development PartnerAdvisor coaching membership providing ongoing professional development and coaching. Ron Carson, Founder of Carson Group & Peak Advisor Alliance, serves on advisory board.
• Global Retirement Partners Advisor Alliance (GRPAA)supportingStrategic or Co-development PartnerEmployer retirement plan association membership. Bill Chetney, Founder of GRP Advisor Alliance, serves on advisory board.
• Eugene FamaflagshipStrategic or Co-development PartnerNobel Laureate and Director of Dimensional Fund Advisors. Serves on advisory board as thought leader providing academic credibility and research-backed investment insights.
• David KellyflagshipStrategic or Co-development PartnerChief Investment Officer of JP Morgan. Serves on advisory board providing investment research insights and market perspectives.
• Burt WhiteflagshipStrategic or Co-development PartnerHead of Research & CIO of LPL Financial. Serves on advisory board providing investment research and market insights.
• Ron CarsonflagshipStrategic or Co-development PartnerFounder of Carson Group & Peak Advisor Alliance. Serves on advisory board providing thought leadership and advisor coaching expertise.
• Joe DuranflagshipStrategic or Co-development PartnerFounder of United Capital & Finlife Partners. Serves on advisory board providing financial life planning methodology and industry thought leadership.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Carson Group: Carson Group is one of the largest independent wealth management firms in the U.S., offering a hybrid RIA/broker-dealer model with Peak Advisor Alliance coaching. Founder Ron Carson directly serves on My 360° Wealth's advisory board, making the two firms explicitly comparable in business model, advisor network approach, and target market.
• Cambridge Investment Research: Cambridge is one of the largest independent broker-dealers with a deep hybrid RIA offering for retirement-focused advisors and business-owner clients. Its advisor-attached model and support for retirement plan services place it in direct competition with My 360° Wealth's LPL hybrid positioning.
• Commonwealth Financial Network: Commonwealth is a top-tier independent broker-dealer and hybrid RIA supporting thousands of financial advisors with retirement planning, wealth management, and business services. Its hybrid structure, advisor-friendly model, and breadth of retirement offerings directly mirror My 360° Wealth's operating approach.
• Sanctuary Wealth: Sanctuary Wealth is an independent wealth advisory platform combining IBD-level support with RIA capabilities for high-net-worth clients and business owners. Its multi-custodial platform and advisor partnership structure are closely analogous to the Global Retirement Partners model used by My 360° Wealth.
• Hightower Advisors: Hightower is a national independent RIA built on an advisor-partner model serving HNW individuals, families, and business owners with comprehensive wealth management. Its emphasis on advisor network scale and multi-custodial portfolio construction is directly comparable to My 360° Wealth's model.
• Cetera Financial Group: Cetera is a major independent broker-dealer and registered investment advisor serving independent financial professionals with hybrid RIA capabilities, similar to My 360° Wealth's LPL Hybrid branch model. Both firms support affiliated advisors with IBD-level infrastructure while enabling independent brand operations.

Broad incumbents

• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S. serving mass-affluent and HNW clients with holistic financial planning, retirement, and investment services. It is a much larger incumbent offering an overlapping service suite to My 360° Wealth's target segments.
• Mariner Wealth Advisors: Mariner is a large national independent RIA providing comprehensive wealth advisory, retirement plan, tax, and estate services to HNW clients and business owners. Its full-service holistic offering is a broader-scale analog to My 360° Wealth's financial life management platform.
• Mercer Advisors: Mercer Advisors is a large RIA providing wealth management, retirement plan consulting, and estate planning primarily to HNW households and business owners. Its integrated individual-plus-business services model is closely comparable to My 360° Wealth's dual individual/business service offering.
• Edelman Financial Engines: Edelman Financial Engines is a large independent RIA combining personal wealth advisory with workplace retirement plan services. Its dual focus on individual wealth planning and 401(k) advisory directly overlaps with My 360° Wealth's individual services and employer retirement plan business.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about My 360° Wealth Management Group