Fuller Wealth Management, LLC
CRD 281767SEC# 801-106827Dallas, TX
No longer SEC-registered. Fuller Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$707.8M
Employees
9
Accounts
1,824
Location
Dallas, TX
Fuller Wealth Management, LLC assets under management
Fuller Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. It reports $707.8 million in regulatory assets under management and employs 9 people.
Fuller Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Howard Fuller Control | Cco, Managing Director | Over 75% | 2016 |
| Slate Hill Partners LLC | Owner | 10-25% | 2023 |
| Garrett Keith Paolella Control | Managing Member | 50-75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Fuller Wealth Management, LLC manage?
Fuller Wealth Management, LLC reports $707.8 million in regulatory assets under management on its Form ADV.
How many employees does Fuller Wealth Management, LLC have?
Fuller Wealth Management, LLC reports 9 employees.
Where is Fuller Wealth Management, LLC located?
Fuller Wealth Management, LLC is based in Dallas, TX.
Does Fuller Wealth Management, LLC disclose fund performance?
Fuller Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14850 Quorum Drive, Suite 350, Dallas, TX 75254 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$707.8MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$707.8Mregulatory AUM
Discretionary $695.7MNon-discretionary $12.1M