RIA IntelAdvisersVirginiaFULLER WEALTH ADVISORS, INC.

FULLER WEALTH ADVISORS, INC.

Advisory

RICHMOND, VA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in VA
#479
of 588 advisers by AUM
Average account
$280K
across 301 accounts
AUM per adviser
$84M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$84M
Discretionary %
99.8%
Clients
68
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$140K
Discretionary %99.8%
Total Clients68
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

EDG MANAGEMENT COMPANY, LLC
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$85M
-11.2% 1Y
CULTIVATE FINANCIAL PLANNING LLC
RADFORD, VA
$84M
WATSON CAPITAL MANAGEMENT, INC.
$85M
-0.2% 1Y
SCHUTT CAPITAL MANAGEMENT LLC
RICHMOND, VA
$85M
KULEANA CAPITAL MANAGEMENT LLC
FREE UNION, VA
$83M
UNION STREET PARTNERS LLC
ALEXANDRIA, VA
$86M
+20.9% 1Y

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