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Fullcircle Wealth LLC

CRD 166695SEC# 801-121913McKinney, TX
Export (members)
No longer SEC-registered. Fullcircle Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$393.5M
Employees
4
Accounts
1,702
Location
McKinney, TX

Fullcircle Wealth LLC assets under management

Fullcircle Wealth LLC is a registered investment adviser overseen by the SEC based in McKinney, TX. It reports $393.5 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Fullcircle Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Brent Wayne Sikes ControlManaging Member / Cco50-75%2012
Wesley Robert Pingelton ControlManaging Member50-75%2012

Frequently asked questions

How much does Fullcircle Wealth LLC manage?

Fullcircle Wealth LLC reports $393.5 million in regulatory assets under management on its Form ADV.

How many employees does Fullcircle Wealth LLC have?

Fullcircle Wealth LLC reports 4 employees.

Where is Fullcircle Wealth LLC located?

Fullcircle Wealth LLC is based in McKinney, TX.

Does Fullcircle Wealth LLC disclose fund performance?

Fullcircle Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6950 Tpc Drive, Suite 110, McKinney, TX 75070
Office hours8:00a.m. To 4:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$393.5M
Non-discretionary$0
Total (RAUM)$393.5M