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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 1 advisory representatives and 68 clients, or 68 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
WENDELL B FULLER
President, Wealth Advisor
- CRD
- #5007137
- Ownership
- 75% or more
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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
SMA allocation detail is available
Fuller Wealth Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.