Overview
Assets Under Management: $193 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 23
Average Client Assets: $5 million
Frequently Asked Questions
FULCRUM WEALTH MANAGEMENT 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 #159099), FULCRUM WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FULCRUM WEALTH MANAGEMENT is headquartered in PLANO, TX.
FULCRUM WEALTH MANAGEMENT serves 23 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, FULCRUM WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
FULCRUM WEALTH MANAGEMENT manages $193 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, FULCRUM WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.63
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 741
Discretionary Accounts: 741
Regulatory Filings
CRD Number: 159099
Filing ID: 2047403
Last Filing Date: 2026-02-10 22:32:00