FullCircle Wealth
FullCircle Wealth

FullCircle Wealth Information

Contact top employees from FullCircle Wealth

Summary

FullCircle Wealth is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Dallas, Texas, USA. The number of employees ranges from 25 to 100. The annual revenue of FullCircle Wealth varies between 5.0M and 25M. To connect with FullCircle Wealth employee register on SignalHire.

Organization Website

fullcircle-wealth.com

Social Links

facebooklinkedIn

Phone Number

972-480-6200

Industries

Headquarters Location

6950 TPC Dr., McKinney, TX, 75070 US

Employees Size

1-10 employees

Specialties

Financial Planning, Wealth Management, Insurance Planning, College Planning, Cash Flow Analysis

SIC Code

6199

DMA Code

Dallas-fort Worth Metropolitan Area

Founded

2012

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1999Privately
Held
25 - 100 16.6M $0
2017Privately
Held
1-10 - $-
2015- 1-10 - $-
2015- 1-10 - $-

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at FullCircle Wealth shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years7% for 3–4 years20% for 5–7 years20% for 8–10 years33% have over 11 years of service at FullCircle Wealth
Contact top employees from FullCircle Wealth
Kimberly Vesely
CERTIFIED FINANCIAL PLANNER™
View
Jamie Jenkins
Associate Investment Advisor
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Jessica Ibrahim
Partner and CERTIFIED FINANCIAL PLANNER™
View
Leo Abundez
Client Services Associate
View
Brent Sikes
Principal Partner
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Rick Burcham
Investment Advisor
View

FAQ

FullCircle Wealth operates in the Finance industries. More details can be found on the official website: fullcircle-wealth.com.
The headquarters of FullCircle Wealth are located in McKinney, United States.
You can contact FullCircle Wealth by phone at 972-480-6200.
FullCircle Wealth currently employs 1-10 people.
FullCircle Wealth's revenue is approximately 10.6M.
Well-known competitors of FullCircle Wealth include MontVue Capital Management, Lakeshore Capital Group, Modernist Financial and Rede Wealth ®.

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