# FullCircle Wealth

FullCircle Wealth is a Bank / Wealth / Trust based in McKinney, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McKinney, United States
- **Region:** North America
- **Address:** 6950 TPC Dr Suite 110, McKinney, TX 75070, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** fullcircle-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/fullcircle-wealth

## Regulatory record

- **Reports private funds:** No

## About

FullCircle Wealth was established in 2012 as a Texas-based registered investment adviser, with Brent Sikes as its lead advisor supported by Jamie Jenkins and Leo Abundez on the client service team. The firm positions itself for ultra-high-net-worth and multi-generational families, approaching each engagement as a collaborative conversation that begins with listening rather than prescribing product. The advisory team emphasizes follow-through and open communication to help families navigate complex financial topics with greater clarity. FullCircle’s service model sits atop the Wealth Enhancement platform, a structure that allows the McKinney-based team to draw on national-scale planning resources while maintaining a local-family advisory feel. The firm does not promote specific investment products or asset-class allocations on its website; instead, it directs prospective clients toward a complimentary consultation to begin crafting a financial plan. The client base includes government entities and captive insurance companies alongside private wealth. A three-person team in a single office at 6950 TPC Drive in McKinney, FullCircle operates without published AUM figures or a named CIO. The partnership with Wealth Enhancement effectively provides the back-office scale, investment management, and service offering breadth that a boutique RIA could not replicate independently. No separate philanthropic foundation, real-asset arm, or club membership is disclosed.

## People

- Brent Sikes — Advisor
- Jamie Jenkins — Client Service Team
- Leo Abundez — Client Service Team

## Questions

### What is the relationship between FullCircle Wealth and Wealth Enhancement?

FullCircle Wealth has been absorbed into the Wealth Enhancement platform. The arrangement allows FullCircle's local advisory team to tap into Wealth Enhancement's national service offering, operational resources, and planning infrastructure. From a client perspective, FullCircle retains its local-team identity while sitting inside a larger wealth management enterprise.

### What types of clients does FullCircle Wealth work with?

FullCircle targets ultra-high-net-worth and multi-generational families, alongside government entities and captive insurance companies. Its planning approach is designed to coordinate priorities across generations and time horizons, with a focus on families that require careful coordination of complex financial topics.

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Last updated: 2026-06-03T20:00:00.000Z

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