FullCircle Wealth
Financial Services • 
6950 TPC Dr., Ste. 110, United States • 1-10 Employees
Company overview
| Headquarters | 6950 TPC Dr., Ste. 110, McKinney, TX 75070, US |
| Phone number | +19726742136 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Wealth Management, College Planning, Financial Planning, Cash Flow Analysis |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at FullCircle Wealth
Wesley Pingelton
Co Founder
FullCircle Wealth Email Formats
FullCircle Wealth uses 2 email formats. The most common is {first initial} (e.g., j@fullcircle-wealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fullcircle-wealth.com | 66.7% |
{first name} | john@fullcircle-wealth.com | 33.3% |
About FullCircle Wealth
Based in McKinney, Texas, FullCircle Wealth is an employee-owned, SEC Registered Investment Advisor (RIA). The firm provides the highest level of conflict-free investment consulting services, wealth management and financial planning. FullCircle Wealth takes the rare view that each client is unique and, therefore, has distinct financial goals. The firm spends the time necessary to customize its proposed solutions in order to pursue each client’s goals with intelligence and rigor. Our greatest strength is our dedicated team of advisors and client service professionals, led by our strong team of advisors. The FullCircle team brings well over 100 years of combined experience practicing financial planning and guiding their clients down the path toward the life they always hoped to lead. One of the most important things for you to know is that we are independent advisers, so we have no outside interests and no affiliations with special interest groups. Our focus is you and only you. We do not pursue one investment strategy; we craft one to fit your unique circumstances. The firm relies on this careful and thoughtful approach to align its strategies with their clients’ objectives. FullCircle Wealth strives to exceed the financial goals and wealth preservation objectives of its clients…without surprises. At FullCircle Wealth we’ve come to understand and respect your drive, your intelligence, and your unique financial needs. And we know what it takes to serve you. Advisory Services offered through FullCircle Wealth.
FullCircle Wealth revenue & valuation
| Annual revenue | $10,700,000 |
| Revenue per employee | $1,330,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $34,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
FullCircle Wealth has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
FullCircle Wealth has never raised funding before.
FullCircle Wealth Tech Stack
Discover the technologies and tools that power FullCircle Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Miscellaneous
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Performance
Japan
Frequently asked questions
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