RIA Intel›Advisers›Texas›FULLER WEALTH MANAGEMENT, LLC

FULLER WEALTH MANAGEMENT, LLC

Advisory

N·DALLAS, TX

Data as of Mar 30, 2024 · Source: SEC Form ADV

Total AUM

$708M

1-Year AUM Growth

+22.3%

3-Year CAGR

+0.8%

Employees

7

Assets Under Management

Total AUM$708M

Discretionary AUM$696M

Non-Discretionary AUM$12M

Discretionary %98.3%

Total Clients604

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingOct 16, 2015

Latest FilingMar 30, 2024

🔒 Full AUM trend chart and 15 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FULLER WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.