Overview
Assets Under Management: $140 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Frequently Asked Questions
FULCRUM WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169277), FULCRUM WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
FULCRUM WEALTH ADVISORS, LLC is headquartered in BELLEVUE, WA.
FULCRUM WEALTH ADVISORS, LLC serves 29 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, FULCRUM WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FULCRUM WEALTH ADVISORS, LLC manages $140 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, FULCRUM WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.97
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 169277
Last Filing Date: 2025-02-18 00:00:00
Website: https://fulcrumwa.com