FULLER WEALTH MANAGEMENT, LLC

XO WEALTH MANAGEMENT
DALLAS, Texas·4 registered advisors·CRD# 281767
SEC# 801-1068271972-335-8000
01

Firm Overview

AUM
$708M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FULLER WEALTH MANAGEMENT, LLC

4 registered advisors
Charles Walter Thompson
NEW BRAUNFELS, Texas
Garrett Keith Paolella
DALLAS, Texas
Josef Meir Valdman
DALLAS, Texas
Matthew Howard Fuller
DALLAS, Texas
05

Office Locations

DALLAS, Texas
3 advisors
NEW BRAUNFELS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. FULLER WEALTH MANAGEMENT, LLC (CRD# 281767) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.