FULLER WEALTH MANAGEMENT, LLC
Legal name: XO WEALTH MANAGEMENT
CRD #281767 SEC #801-106827 DALLAS, TX 972-335-8000
SEC Registered
Total AUM
$707.8M
Discretionary
$695.7M
Employees
9
Clients
251
Accounts
1,824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $707.8M | $695.7M | $12.1M | 9 | 0 |
| Mar 2024 | $707.8M | $695.7M | $12.1M | 9 | 0 |
| Mar 2023 | $578.8M | $578.8M | $0 | 5 | 0 |
| Mar 2022 | $631.1M | $631.1M | $0 | 6 | 0 |
| Mar 2021 | $692M | $692M | $0 | 7 | 0 |
| Jul 2020 | $611.7M | $611.7M | $0 | 11 | 0 |
| Apr 2020 | $549.1M | $549.1M | $0 | 8 | 0 |
| Sep 2019 | $336M | $336M | $0 | 9 | 0 |
| Mar 2019 | $336M | $336M | $0 | 9 | 0 |
| Sep 2018 | $170M | $170M | $0 | 5 | 0 |
| Mar 2018 | $170M | $170M | $0 | 5 | 0 |
| Sep 2017 | $160M | $160M | $0 | 4 | 26 |
| Mar 2017 | $136M | $136M | $0 | 1 | 26 |
| Mar 2016 | $128.3M | $128.3M | $0 | 1 | 26 |
DateJan 2025
Total AUM$707.8M
Discretionary$695.7M
Non-Disc.$12.1M
Employees9
Clients0
DateMar 2024
Total AUM$707.8M
Discretionary$695.7M
Non-Disc.$12.1M
Employees9
Clients0
DateMar 2023
Total AUM$578.8M
Discretionary$578.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$631.1M
Discretionary$631.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$692M
Discretionary$692M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2019
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees1
Clients26