Fullcircle Wealth LLC

Fullcircle Wealth LLC (CRD# 166695) is a financial advisory firm headquartered in Dallas, TX. They manage $46,249,000 in 491 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $94,193
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, OK, TX

Financial Advisors at Fullcircle Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mary M. Harris
CRD#: 4607197
15660 North Dallas Parkway, Ste. 910, Dallas, TX 75248
93
Wealthminder
score

Mary Harris (CRD# 4607197) is an Investment Advisor Representative working at Fullcircle Wealth LLC in Dallas, TX and has over 14 years of experience in the finance industry.

2
Brent W. Sikes
CRD#: 3099821
15660 North Dallas Parkway, Ste. 910, Dallas, TX 75248
93
Wealthminder
score

Brent Sikes (CRD# 3099821) is an Investment Advisor Representative working at Fullcircle Wealth LLC in Dallas, TX and has over 19 years of experience in the finance industry.

3
Wesley R. Pingelton
CRD#: 4662758
15660 North Dallas Parkway, Ste. 910, Dallas, TX 75248
84
Wealthminder
score

Wesley Pingelton (CRD# 4662758) is an Investment Advisor Representative working at Fullcircle Wealth LLC in Dallas, TX and has over 13 years of experience in the finance industry. Wesley Pingelton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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