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Fulcrum Wealth Advisors, LLC

● SEC registered since 2024CRD 169277SEC# 801-130305Bellevue, WA
Export (members)
Reg. AUM
$140.1M
Employees
4
Accounts
213
Location
Bellevue, WA

Fulcrum Wealth Advisors, LLC assets under management

Fulcrum Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Bellevue, WA. The firm has been registered since 2024. It reports $140.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/fulcrum-wealth-advisors/aboutView on SEC.gov ↗

Fulcrum Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Stuart Falcone ControlOwner, CcoOver 75%2013
Michael Stevan Rose ControlCioUnder 5%2013

Frequently asked questions

How much does Fulcrum Wealth Advisors, LLC manage?

Fulcrum Wealth Advisors, LLC reports $140.1 million in regulatory assets under management on its Form ADV.

How many employees does Fulcrum Wealth Advisors, LLC have?

Fulcrum Wealth Advisors, LLC reports 4 employees.

Where is Fulcrum Wealth Advisors, LLC located?

Fulcrum Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2024.

Does Fulcrum Wealth Advisors, LLC disclose fund performance?

Fulcrum Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10940 NE 33rd Place, Suite 210, Bellevue, WA 98004
Phone425-250-6280
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.1M
Non-discretionary$0
Total (RAUM)$140.1M