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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

XO WEALTH MANAGEMENT

FULLER WEALTH MANAGEMENT, LLC, CRD 281767

DALLAS, TX

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:e2642b38-65f4-0af1-3ddc-dd9af8cbe68b

Data as of Jan 16, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 17
On other graphs: 0
Observed: Oct 16, 2015 to Jan 16, 2025
18 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: $708MItem 5.F on the latest filing (2025-01-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $696M
Private client RAUM: $706MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,824
Individual clients: 419
High net worth clients: 130
Custody, client assets: $53.6M
SEC number: 801-106827
CRD: 281767
Filings on the tape: 18
First filed: Oct 16, 2015
Latest filed: Jan 16, 2025
Organised: Limited Liability Company, TX
Website: xowealth.com

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
FULLER, MATTHEW, HOWARD	CCO, MANAGING DIRECTOR	E	yes	01/2016	Mar 22, 2016	Mar 30, 2024
PAOLELLA, GARRETT, KEITH	MANAGING MEMBER	D	yes	01/2021	Mar 31, 2023	Mar 30, 2024
SHP BIG SKY LLC	MANAGING MEMBER	D	yes	01/2021	Mar 31, 2023	Mar 30, 2024
VALDMAN, JOSEF, MEIR	MANAGING MEMBER	E	yes	01/2021	Mar 31, 2023	Mar 30, 2024
SLATE HILL PARTNERS LLC	Owner	B	no	01/2023	Mar 31, 2023	Mar 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Addison	TX	United States	2	no

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	Jan 16, 2025	$708M	$696M	9	7	1	n/a	n/a
2023	Mar 30, 2024	$708M	$696M	9	7	1	n/a	n/a
2022	Mar 31, 2023	$579M	$579M	5	5	1	n/a	n/a
2021	Mar 31, 2022	$631M	$631M	6	6	1	n/a	n/a
2020	Mar 31, 2021	$692M	$692M	7	7	1	n/a	n/a
2019	Apr 9, 2020	$549M	$549M	8	7	1	n/a	n/a
2018	Mar 29, 2019	$336M	$336M	9	7	1	n/a	n/a
2017	Mar 30, 2018	$170M	$170M	5	4	1	n/a	n/a
2016	Mar 31, 2017	$136M	$136M	1	1	n/a	n/a	n/a
2015	Mar 22, 2016	$128M	$128M	1	1	n/a	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	$708M	$708M	0.0%	$631M	3.9%	9	9	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5	Feb 14, 2025	Feb 6, 2025	DALLAS, TX	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	2	Apr 15, 2020	Apr 28, 2020	DALLAS, TX	Team lift out	Ibd to RIA	0.1%
RAYMOND JAMES & ASSOCIATES, INC.	3	Aug 2, 2018	Sep 25, 2018	DALLAS, TX	Team lift out	Ibd to RIA	0.1%

Relationships

Registered with (13)

← Matthew Howard FullerAdvisorregistration: previous registration
Jan 18, 2025 to Feb 14, 2025factForm ADV
← Carl Patrick CarlosAdvisorregistration: previous registration
Jan 16, 2025 to Feb 14, 2025factForm ADV
← Kimberly Ellen ArthurAdvisorregistration: previous registration
Jan 16, 2025 to Feb 14, 2025factForm ADV
← VALARIE LATRICE WRIGHTAdvisorregistration: previous registration
Jan 17, 2025 to Feb 14, 2025factForm ADV
← Stephen ValellyAdvisorregistration: previous registration
Jan 17, 2025 to Feb 14, 2025factForm ADV
← Philip Jeffrey BrooksAdvisorregistration: previous registration
Jan 16, 2025 to Feb 3, 2025factForm ADV
← Eric F EisenhardAdvisorregistration: previous registration
Apr 28, 2020 to Dec 31, 2024factForm ADV
← ALAN KEITH GOLDFARBAdvisorregistration: previous registration
Jun 3, 2022 to Sep 7, 2022factForm ADV
← KIMBERLY T ABMEYERAdvisorregistration: previous registration
Sep 25, 2018 to Feb 28, 2022factForm ADV
← Buffie AndersonAdvisorregistration: previous registration
Oct 25, 2021 to Jan 11, 2022factForm ADV
← TODD ALAN VOLKMANAdvisorregistration: previous registration
Sep 28, 2017 to Aug 7, 2020factForm ADV
← Craig Anthony HauszAdvisorregistration: previous registration
May 21, 2018 to May 11, 2020factForm ADV
← EVANGELINE TYNDALL HERRINGTONAdvisorregistration: previous registration
Feb 28, 2019 to Feb 3, 2020factForm ADV

Moved with (2)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser5 advisors, firm absorbed, same day
Feb 14, 2025 to Feb 6, 2025factForm ADV
← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser2 advisors, team lift out, same day
Apr 15, 2020 to Apr 28, 2020factForm ADV

Controls (4)

← FULLER, MATTHEW, HOWARDOwnerCCO, MANAGING DIRECTOR, ownership code E, individual
Mar 22, 2016 to Mar 30, 2024factForm ADV
← VALDMAN, JOSEF, MEIROwnerMANAGING MEMBER, ownership code E, individual
Mar 31, 2023 to Mar 30, 2024factForm ADV
← PAOLELLA, GARRETT, KEITHOwnerMANAGING MEMBER, ownership code D, individual
Mar 31, 2023 to Mar 30, 2024factForm ADV
← SHP BIG SKY LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 31, 2023 to Mar 30, 2024factForm ADV

Owns (1)

← SLATE HILL PARTNERS LLCOwnerOWNER, ownership code B, domestic entity
Mar 31, 2023 to Mar 30, 2024factForm ADV

Dated events

Occurred
Mar 6, 2025
Left the SEC roster
Xo Wealth Management no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $707.8M)
Form ADVobserved 6 days ago
$708M
Occurred
Feb 14, 2025
Firm absorbed
XO Wealth Management's advisors moved to Wealth Enhancement Advisory Services, LLC (Dallas, TX): 5 of 5 registered, on the same day
Form ADVobserved 6 days ago
5 advisors
Occurred
Feb 14, 2025
Advisor changed firm
Carl Patrick Carlos left Xo Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-03)
Form ADVobserved 6 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Valarie Latrice Wright left Xo Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-03)
Form ADVobserved 6 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Stephen Valelly left Xo Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-06)
Form ADVobserved 6 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Kimberly Ellen Arthur left Xo Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-03)
Form ADVobserved 6 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Matthew Howard Fuller left Xo Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-06)
Form ADVobserved 6 days ago
Occurred
Feb 3, 2025
Advisor changed firm
Philip Jeffrey Brooks left Xo Wealth Management for Redwood Family Wealth Llc (registered 2025-01-18)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Eric F Eisenhard left Xo Wealth Management for Redwood Family Wealth Llc (registered 2025-01-13)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Keith Garrett Paolella (Managing Member) appeared on Schedule A of Xo Wealth Management
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Meir Josef Valdman (Managing Member) appeared on Schedule A of Xo Wealth Management
Form ADVobserved 6 days ago
Occurred
Sep 7, 2022
Advisor changed firm
Alan Keith Goldfarb left Xo Wealth Management for Novak & Powell Financial Services, Inc. (registered 2022-08-05)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2022
Advisor changed firm
Kimberly T Abmeyer left Xo Wealth Management for Org Partners (registered 2022-03-02)
Form ADVobserved 6 days ago
Occurred
Jan 11, 2022
Advisor changed firm
Buffie Anderson left Xo Wealth Management for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-12-26)
Form ADVobserved 6 days ago
Occurred
Apr 9, 2020
Regulatory AUM changed
Xo Wealth Management reported RAUM $549.1M, up 63% from $336.0M (2019-09-27 to 2020-04-09)
Form ADVobserved 6 days ago
$213M
Occurred
Mar 29, 2019
Regulatory AUM changed
Xo Wealth Management reported RAUM $336.0M, up 98% from $170.0M (2018-09-04 to 2019-03-29)
Form ADVobserved 6 days ago
$166M
Occurred
Oct 16, 2015
First Form ADV filing
Fuller Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2642b38-65f4-0af1-3ddc-dd9af8cbe68b
First observed: Oct 16, 2015
Last observed: Jan 16, 2025 20 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.

XO WEALTH MANAGEMENT

FULLER WEALTH MANAGEMENT, LLC, CRD 281767

DALLAS, TX

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:e2642b38-65f4-0af1-3ddc-dd9af8cbe68b

Data as of Jan 16, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FULLER, MATTHEW, HOWARD

CCO, MANAGING DIRECTOR

yes

01/2016

Mar 22, 2016

Mar 30, 2024

PAOLELLA, GARRETT, KEITH

MANAGING MEMBER

yes

01/2021

Mar 31, 2023

Mar 30, 2024

SHP BIG SKY LLC

MANAGING MEMBER

yes

01/2021

Mar 31, 2023

Mar 30, 2024

VALDMAN, JOSEF, MEIR

MANAGING MEMBER

yes

01/2021

Mar 31, 2023

Mar 30, 2024

SLATE HILL PARTNERS LLC

Owner

01/2023

Mar 31, 2023

Mar 30, 2024

City

State

Country

Employees

Also broker-dealer

Addison

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 16, 2025

$708M

$696M

n/a

2023

Mar 30, 2024

$708M

$696M

n/a

2022

Mar 31, 2023

$579M

n/a

2021

Mar 31, 2022

$631M

n/a

2020

Mar 31, 2021

$692M

n/a

2019

Apr 9, 2020

$549M

n/a

2018

Mar 29, 2019

$336M

n/a

2017

Mar 30, 2018

$170M

n/a

2016

Mar 31, 2017

$136M

n/a

2015

Mar 22, 2016

$128M

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

$708M

0.0%

$631M

3.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Feb 14, 2025

Feb 6, 2025

DALLAS, TX

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

Apr 15, 2020

Apr 28, 2020

DALLAS, TX

Team lift out

Ibd to RIA

0.1%

RAYMOND JAMES & ASSOCIATES, INC.

Aug 2, 2018

Sep 25, 2018

DALLAS, TX

Team lift out

Ibd to RIA

0.1%