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CM Wealth Enhancement Acquires Dallas-Based FullCircle Wealth

Posted: Mon Apr 20, 2026 1:18 pm
by admin
Image Wealth Enhancement has acquired FullCircle Wealth, an independent RIA based in Dallas, Texas, continuing its steady push to scale its national advisory platform.  The FullCircle team—comprised of one advisor and two support staff and led by Principal Partner Brent Sikes—manages more than $268 million in client assets. Founded in 2012, the firm provides comprehensive wealth management services, including financial planning, tax mitigation, wealth transfer strategies, and investment and insurance guidance. Its client base includes business owners, technology professionals, C-suite executives and multi-generational families, as well as individuals navigating major life transitions.  “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,” said Jeff Dekko, CEO of Wealth Enhancement. “That kind of intentional, purpose-driven work is why we’re confident FullCircle Wealth will be a strong partner.”  Sikes emphasized a disciplined, long-term philosophy. “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,” he said.  The acquisition, which closed April 15, 2026, follows two March deals that added nearly $8 billion in assets and expanded Wealth Enhancement’s geographic footprint.  With the addition of FullCircle Wealth, the firm now oversees more than $141.9 billion in client advisory, trust and brokerage assets.  The post Wealth Enhancement Acquires Dallas-Based FullCircle Wealth appeared first on Connect Money.

Source: https://www.connectmoney.com/stories/we ... le-wealth/