RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 4, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBER, CCOD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBERD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBERD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBERD Control
PINGELTON, WESLEY, ROBERTIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBERD Control
SIKES, BRENT, WAYNEIMANAGING MEMBER / CCOD Control
SIKES, BRENT, WAYNEIMANAGING MEMBER / CCOD Control
SIKES, BRENT, WAYNEIMANAGING MEMBER / CCOD Control
SIKES, BRENT, WAYNEIMANAGING MEMBER / CCOD Control

Registrations

Federal

IA
Dec 4, 2025 REGISTERED

Notice Filings (11)

CA FL GA IL LA MN NE NH NV OK TX

Address

6950 TPC DRIVE
SUITE 110
MCKINNEY, TX 75070
United States
Phone: 972-480-6200