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| Fullcircle Wealth LLC
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| CRD # | 166695 |
| SEC # | 801-121913 |
| CIK # | 0002030910 |
| AUM | 257.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 972-480-6200 |
| Address | 6950 Tpc Drive Mckinney, TX 75070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002030910 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 8.3 | ||
| Microsoft Corp | 8.3 | ||
| Snowflake Inc | 7.7 | ||
| Apple Inc | 5.4 | ||
| Unilever PLC | 3.6 | ||
| Alphabet Inc | 3.4 | ||
| Broadcom Inc | 3.1 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Medtronic Holdings Ltd | 2.6 | ||
| Texas Instruments Inc | 2.6 | ||
| Johnson & Johnson | 2.5 | ||
| Oracle Corp | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 76.7 |
| (b) Individuals (high net worth individuals) | 34 | 176.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.6 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,243 | 257.4 |
| By Discretionary | ||
| Discretionary | 1,241 | 252.9 |
| Non-Discretionary | 2 | 4.6 |
| Total | 1,243 | 257.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.4 | |
| Total | 1,243 | 257.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002030910] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12,972,388 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horizons Wealth Management Inc
✚
|
NC | 258.2 M |
|
Bruce G Allen Investments LLC
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|
CO | 258.1 M |
|
Malvern Capital Management LLC
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|
PA | 258.1 M |
|
Wilkins Miller Wealth Management LLC
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AL | 257.5 M |
|
Bermuda Investment Advisory Services Limited
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|
257.4 M | |
|
IKE Capital LLC
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|
257.4 M | |
|
103 Advisory Group LLC
✚
|
IL | 257.2 M |
|
W&S Brokerage Services Inc
✚
|
OH | 257.2 M |
|
New Millennium Group LLC
✚
|
UT | 257.0 M |
|
Texas Family Wealth LLC
✚
|
TX | 257.0 M |