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FULLERTON ADVISORS, LLC

DANVILLE, CA · CRD 148880 · IAPD ↗ · fullertonadvisors.com · 925-480-7018

$120.4MRegulatory AUM
1Advisory reps
1Employees
3Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — FULLERTON ADVISORS, LLC (DANVILLE, CA) is newly SEC-registered with $108.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.