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Fuller Wealth Management, LLC

CRD 281767SEC# 801-106827Dallas, TX
Export (members)
No longer SEC-registered. Fuller Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$707.8M
Employees
9
Accounts
1,824
Location
Dallas, TX

Fuller Wealth Management, LLC assets under management

Fuller Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. It reports $707.8 million in regulatory assets under management and employs 9 people.

Fuller Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Matthew Howard Fuller ControlCco, Managing DirectorOver 75%2016
Slate Hill Partners LLCOwner10-25%2023
Garrett Keith Paolella ControlManaging Member50-75%2021
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Frequently asked questions

How much does Fuller Wealth Management, LLC manage?

Fuller Wealth Management, LLC reports $707.8 million in regulatory assets under management on its Form ADV.

How many employees does Fuller Wealth Management, LLC have?

Fuller Wealth Management, LLC reports 9 employees.

Where is Fuller Wealth Management, LLC located?

Fuller Wealth Management, LLC is based in Dallas, TX.

Does Fuller Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address14850 Quorum Drive, Suite 350, Dallas, TX 75254
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$695.7M
Non-discretionary$12.1M
Total (RAUM)$707.8M