Managing Member, Chief Executive Officer · 365 Wealth Management Group
William M. Haase
CRD 5601899 · Named on Form ADV at one SEC-registered adviser
At a glance
365 Wealth Management Group, an SEC-registered wealth manager based in Mason, OH with $187 million in regulatory assets, lists William M. Haase on its Form ADV as Managing Member, Chief Executive Officer, a control person.
Firms and roles
- 365 Wealth Management GroupManaging Member, Chief Executive OfficerWealth manager · Mason, OH · $187M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian J. PetraitisChief Compliance Officer, 365 Wealth Management Group
- Thomas J. WolfgramChief Operating Officer, 365 Wealth Management Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.