Bearing360 Wealth, LLC
● SEC registered since 2024CRD 332023SEC# 801-130682Richfield, MN
Reg. AUM
$1.11B
Employees
7
Accounts
896
Location
Richfield, MN
About Bearing360 Wealth
Bearing360 Wealth, the public brand for Bearing Point Capital, provides guidance for successful families, businesses, and charitable entities navigating complex wealth. Themes of honest conversations, trusted stewardship, and sound investing shape its advisory approach.
Summary based on the firm’s website.
Bearing360 Wealth, LLC assets under management
Bearing360 Wealth, LLC is a registered investment adviser overseen by the SEC based in Richfield, MN. The firm has been registered since 2024. It reports $1.1 billion in regulatory assets under management and employs 7 people.
Bearing360 Wealth, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2.0 Capital, LLC Control | Member | 25-50% | 2024 |
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2025 |
| Gregg Richard Huberty Control | Partner And Co-Founder | Under 5% | 2024 |
| Grh Capital, LLC Control | Member | 25-50% | 2024 |
| Patrick Louis Smith Control | Partner And Co-Founder | Under 5% | 2024 |
| Th6 Holdings, LLC Control | Member | 25-50% | 2024 |
| Thomas Matthew Hawley Control | Partner, Co-Founder And Chief Investment Officer | Under 5% | 2024 |
| Gregg Richard Huberty Control | Owner | Over 75% | 2024 |
| Patrick Louis Smith Control | Owner | Over 75% | 2024 |
| Thomas Matthew Hawley Control | Owner | Over 75% | 2024 |
Frequently asked questions
How much does Bearing360 Wealth, LLC manage?
Bearing360 Wealth, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Bearing360 Wealth, LLC have?
Bearing360 Wealth, LLC reports 7 employees.
Where is Bearing360 Wealth, LLC located?
Bearing360 Wealth, LLC is based in Richfield, MN and has been SEC-registered since 2024.
Does Bearing360 Wealth, LLC disclose fund performance?
Bearing360 Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Meridian Crossings, Suite 320, Richfield, MN 55423 |
| Phone | 952-800-6301 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 22%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B