XO WEALTH MANAGEMENT
FULLER WEALTH MANAGEMENT, LLC Legal Name
Adviser information for XO WEALTH MANAGEMENT last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,662 | $695.7M |
| Non-Discretionary | 162 | $12.1M |
| Total | 1,824 | $707.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 419 | $172.4M |
| HNW Individuals | 130 | $533.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 55 | $1.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 512.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| XO WEALTH WRAP FEE PROGRAM | FULLER WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-106827 |
|---|---|
| SEC ERA File Number | 801-106827 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281767 |
| Legal Entity Identifier | None |
Principal Office
14850 QUORUM DRIVESUITE 350
DALLAS
TX
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 972-335-8000, Fax: (972) 767-0021
Chief Compliance Officer
KIMBERLY ARTHUR
14850 QUORUM DRIVE
SUITE 350
DALLAS
TX
United States
Tel:
9723358000
Fax:
(972) 767-0021
K*********@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FULLER, MATTHEW, HOWARD | Individual | – | CCO, MANAGING DIRECTOR | 01/2016 | > 75% |
| SLATE HILL PARTNERS LLC | Domestic Entity | – | OWNER | 01/2023 | 10-25% |
| PAOLELLA, GARRETT, KEITH | Individual | SLATE HILL PARTNERS LLC | MANAGING MEMBER | 01/2021 | 50-75% |
| SHP BIG SKY LLC | Domestic Entity | SLATE HILL PARTNERS LLC | MANAGING MEMBER | 01/2021 | 50-75% |
| VALDMAN, JOSEF, MEIR | Individual | SHP BIG SKY LLC | MANAGING MEMBER | 01/2021 | > 75% |