Investment adviser · CRD 281767
XO WEALTH MANAGEMENT
Investment adviser filing (IA)
FULLER WEALTH MANAGEMENT, LLC
DALLAS, TX, United States · Form ADV filed Jan 16, 2025
- Regulatory AUM
- $708M Form ADV · Item 5.F
- Client accounts
- 1,824 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 130 | $533,512,637 | 75.4% |
| Individuals | 419 | $172,355,712 | 24.4% |
| Retirement plans | 55 | $1,938,530 | 0.3% |
Filing source
Form ADV 1928263 · Jan 16, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 16, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
14850 QUORUM DRIVE, SUITE 350DALLAS, TX, 75254, United States
CRD 281767
Filing source
Form ADV 1928263 · Jan 16, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.