Wealth Enhancement, a national independent wealth management firm, announced it has acquired FullCircle Wealth, a Dallas-based registered investment advisor managing more than $268 million in client assets. The transaction closed on April 15, 2026, and further expands Wealth Enhancement’s national footprint and presence in key growth markets.
FullCircle Wealth, founded in 2012, provides comprehensive wealth management services including financial planning, tax mitigation strategies, wealth transfer planning, and investment and insurance guidance. The firm primarily serves business owners, technology professionals, C-suite executives, and multi-generational families, as well as individuals navigating major life transitions such as divorce or widowhood.
The acquired team includes one advisor and two support staff, led by Brent Sikes, Principal Partner. With the addition of FullCircle Wealth, Wealth Enhancement’s total client assets now exceed $141.9 billion, reinforcing its scale as a leading independent wealth management platform.
The acquisition aligns with Wealth Enhancement’s broader strategy of partnering with advisory firms that serve clients with complex financial needs, while preserving their client-centric approach and enhancing their capabilities through additional resources and infrastructure.
KEY QUOTES:
“Brent Sikes approaches financial planning by starting with people, not just the numbers, helping clients get clear on what really matters in their lives and then shaping their wealth around those priorities. That kind of intentional, purpose-driven work is why we’re confident FullCircle Wealth will be a strong partner.”
Jeff Dekko, Chief Executive Officer, Wealth Enhancement
“After 28 years in the industry, the core of my practice centers around the idea of ‘winning by not losing.’ I enjoy helping my clients make thoughtful decisions that protect what matters most over time through providing discipline and long-term perspective. Partnering with Wealth Enhancement allows me to continue that work with greater resources and support for my clients.”
Brent Sikes, Principal Partner, FullCircle Wealth
“FullCircle Wealth represents a strong strategic fit as we continue expanding in key growth markets like Dallas. Brent has built a differentiated practice serving business owners and families with complex needs, and this partnership reflects our disciplined approach to M&A – aligning with firms where we can enhance capabilities, support continued growth, and preserve what makes them successful.”
Jim Cahn, Chief Strategy Officer, Wealth Enhancement
