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FULLCIRCLE WEALTH LLC

MCKINNEY, TX · CRD 166695 · IAPD ↗ · 972-480-6200

$257.4MRegulatory AUM
2Advisory reps
3Employees
12972388Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — FULLCIRCLE WEALTH LLC (MCKINNEY, TX) left the SEC roster (was $257.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2026 — FULLCIRCLE WEALTH LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — FULLCIRCLE WEALTH LLC reported RAUM down 35% ($393.5M -> $257.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — FULLCIRCLE WEALTH LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
August 2025 — FULLCIRCLE WEALTH LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — FULLCIRCLE WEALTH LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — FULLCIRCLE WEALTH LLC moved its main office from DALLAS, TX to MCKINNEY, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — FULLCIRCLE WEALTH LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — FULLCIRCLE WEALTH LLC reported RAUM up 27% ($310.6M -> $393.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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