Fullcircle Wealth LLC

Fullcircle Wealth LLC (CRD# 166695) is a financial advisory firm headquartered in Dallas, TX. They manage $310,551,631 in 1,132 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
15660 North Dallas Parkway, Suite 910, Dallas, TX 75248
http://www.fullcircle-wealth.com
By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $274,339
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NE, NV, OK, TX

Financial Advisors at Fullcircle Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Wesley Pingelton, financial advisor Dallas TX
Wesley R. Pingelton
CRD#: 4662758
15660 North Dallas Parkway, Suite 910, Dallas, TX 75248

Wesley Pingelton (CRD# 4662758) is an Investment Advisor Representative working at Fullcircle Wealth LLC in Dallas, TX and has over 19 years of experience in the finance industry.

2
Brent Sikes, financial advisor Dallas TX
Brent W. Sikes
CRD#: 3099821
15660 North Dallas Parkway, Suite 910, Dallas, TX 75248

Brent Sikes (CRD# 3099821) is an Investment Advisor Representative working at Fullcircle Wealth LLC in Dallas, TX and has over 25 years of experience in the finance industry.

3
Kimberly Vesely, financial advisor Dallas TX
Kimberly A. Vesely
CRD#: 5154482
15660 North Dallas Parkway, Suite 910, Dallas, TX 75248

Kimberly Vesely (CRD# 5154482) is an Investment Advisor Representative working at Fullcircle Wealth LLC in Dallas, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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