$84.4M Total AUM
$84.3M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Peak frontierFoundation
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
2727 Buford Road Suite 1B Richmond VA
About Fuller Wealth Advisors
Fuller Wealth Advisors is a Richmond, VA RIA providing comprehensive financial planning, investment management, and retirement solutions for individuals and families focused on aligning lifetime goals with both short- and long-term needs. The firm develops ongoing wealth management strategies through its investment advisory services; SMA reporting indicates portfolios are predominantly ETF-based. Custody includes Charles Schwab.
Team overview
58 AVG AGE
$84.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Harbor vital Eagle
Custodian
Optima Vital timber Signal
Investment Themes
Peak Oak momentum Ridge North meridian Glacier bridge
Investment Vehicles
Value north
Platform
North Fusion catalyst
Services
North insight North legacy Momentum Pioneer vector North crest Meridian momentum Matrix alpha Beacon beacon Delta
Technology
Focus Eagle
Owner & Executives
WENDELL B FULLER
President, Wealth Advisor
- CRD
- #5007137
- Ownership
- 75% or more
(438) 740-2486
pathway.momentum@pioneercapital.com
in linkedin.com/in/optima-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,281,301 | -- |
| Non-Discretionary | $140,131 | -- |
| Total | $84,421,432 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,421,432
Equity - Exchange:
62.6% Cash:
37.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,496,303,219 | 62.6% |
| Cash | $1,491,401,603 | 37.4% |
| Total | $3,987,704,822 | 100.0% |