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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

FULFILLED

FULFILLED FINANCIAL INC., CRD 330687

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b97db13d-85cb-7d07-6ec9-f325932b7243

Data as of Feb 18, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Apr 24, 2024 to Feb 18, 2025
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2025-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-130340
CRD: 330687
Filings on the tape: 4
First filed: Apr 24, 2024
Latest filed: Feb 18, 2025
Organised: Corporation
Website: fulfilledwealth.co

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Duria, Alexander	CHIEF TECHNOLOGY OFFICER	C	yes	01/2024	Apr 24, 2024	May 15, 2024
Glossop, Matthew	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	C	yes	03/2023	Apr 24, 2024	May 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 18, 2025	$0	$0	2	1	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Controls (2)

← Glossop, MatthewOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 24, 2024 to May 15, 2024factForm ADV
← Duria, AlexanderOwnerCHIEF TECHNOLOGY OFFICER, ownership code C, individual
Apr 24, 2024 to May 15, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 24, 2024
First Form ADV filing
Fulfilled filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Fulfilled no longer on the SEC adviser roster (last listed 2026-03-02)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b97db13d-85cb-7d07-6ec9-f325932b7243
First observed: Apr 24, 2024
Last observed: Feb 18, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FULFILLED

FULFILLED FINANCIAL INC., CRD 330687

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b97db13d-85cb-7d07-6ec9-f325932b7243

Data as of Feb 18, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Duria, Alexander

CHIEF TECHNOLOGY OFFICER

yes

01/2024

Apr 24, 2024

May 15, 2024

Glossop, Matthew

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

03/2023

Apr 24, 2024

May 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 18, 2025

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a