FULLCIRCLE WEALTH LLC

15660 North Dallas Parkway
Suite 910
Dallas, Texas 75248
Tel: 972-480-6200

About FULLCIRCLE WEALTH LLC

FULLCIRCLE WEALTH LLC, formally registered with the SEC as FULLCIRCLE WEALTH LLC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

FULLCIRCLE WEALTH LLC is a Dallas, Texas based Financial Planning firm with nearly $310,551,631 assets under management, offering retirement planning & investment advisory services to 1132 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166695
SEC#	801-121913
Assets Managed by Firm	$310,551,631
No. of Clients	1132
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1132	$310,551,631
Individuals (other than high net worth individuals)	146	$40,173,889
High net worth individuals	101	$263,190,075
Corporations or other businesses	2	$4,074,667

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