FULLCIRCLE WEALTH LLC
CRD #166695 SEC #801-121913 MCKINNEY, TX 972-480-6200
SEC Registered
Total AUM
$393.5M
Discretionary
$393.5M
Employees
4
Clients
0
Accounts
1,702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $393.5M | $393.5M | $0 | 4 | 0 |
| Jul 2025 | $393.5M | $393.5M | $0 | 4 | 0 |
| Mar 2025 | $393.5M | $393.5M | $0 | 4 | 0 |
| Mar 2025 | $393.5M | $393.5M | $0 | 4 | 0 |
| Mar 2024 | $310.6M | $310.6M | $0 | 7 | 0 |
| Dec 2023 | $264M | $264M | $0 | 8 | 0 |
| Mar 2023 | $264M | $264M | $0 | 8 | 0 |
| Mar 2022 | $262.9M | $262.9M | $0 | 7 | 0 |
| Dec 2021 | $143.8M | $143.8M | $0 | 8 | 0 |
| Aug 2021 | $143.8M | $143.8M | $0 | 8 | 0 |
| Jun 2021 | $143.8M | $143.8M | $0 | 8 | 0 |
DateDec 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$310.6M
Discretionary$310.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees8
Clients0