RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 16, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
FULLER, MATTHEW, HOWARDICCO, MANAGING DIRECTORE Control
Thompson, Charles, WalterICCOE Control
SLATE HILL PARTNERS LLCDEOWNERB
SLATE HILL PARTNERS LLCDEOWNERB
SLATE HILL PARTNERS LLCDEOWNERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
VALDMAN, JOSEF, MEIRISHP BIG SKY LLCE Control
VALDMAN, JOSEF, MEIRISHP BIG SKY LLCE Control
PAOLELLA, GARRETT, KEITHISLATE HILL PARTNERS LLCD Control
PAOLELLA, GARRETT, KEITHISLATE HILL PARTNERS LLCD Control
SHP BIG SKY LLCDESLATE HILL PARTNERS LLCD Control
SHP BIG SKY LLCDESLATE HILL PARTNERS LLCD Control

Registrations

Federal

IA
Jan 16, 2025 REGISTERED

Notice Filings (11)

AR CA CO FL GA IL LA NY OK SC TX

Address

14850 QUORUM DRIVE
SUITE 350
DALLAS, TX 75254
United States
Phone: 972-335-8000