Rl360 Insurance Company Limited
$153M reported client assets across 4 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Rl360 Insurance Company Limited in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2019, 2020, 2021, 2022 are shown but partial — only FY2019: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms, FY2022: 2 cohort firms. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Blacktower Financial Management (Us) Llc | $111M | $123M | 90.5% | 03/20/2025 |
| The Mass Group L.L.C Fz | $17.2M | $29.2M | 59.1% | 03/10/2025 |
| Wealthunite Advisors, Llc | $13.3M | $56.5M | 23.4% | 03/27/2025 |
| Plan First Wealth Llc | $11.4M | $120M | 9.5% | 02/10/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.