|
⚲
|
| Fuller Wealth Management LLC
✚
| |
|---|---|
| CRD # | 281767 |
| SEC # | 801-106827 |
| CIK # | |
| AUM | $707.8 MM (2024-03-30) |
| Employees | 9 (78% Investors, 78% Brokers) |
| Phone | 972-335-8000 |
| Address | 14850 Quorum Drive Dallas, TX 75254 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 172.4 |
| (b) Individuals (high net worth individuals) | 130 | 533.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,824 | 707.8 |
| By Discretionary | ||
| Discretionary | 1,662 | 695.7 |
| Non-Discretionary | 162 | 12.1 |
| Total | 1,824 | 707.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 38.4 | |
| United States Persons | 669.4 | |
| Total | 1,824 | 707.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IBEX Wealth Advisors LLC
✚
|
NJ | 0.7 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.7 |
|
Radnor Capital Management LLC
✚
|
PA | 0.7 |
|
Imprint Wealth LLC
✚
|
SC | 0.7 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.7 |
|
NWK Group Inc
✚
|
CA | 0.7 |
|
McGuire Investment Group LLC
✚
|
RI | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Atyant Capital Management Limited
✚
|
0.7 | |
|
Lantz Financial LLC
✚
|
IL | 0.7 |