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FULCRUM WEALTH MANAGEMENT
FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099 · SEC 801-79524
5465 LEGACY DR., SUITE 650, PLANO, TX, 75024, United States
Phone
888-304-6942
Fax
214-296-9353
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.8M
Discretionary AUM
$192.8M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUB-ADVISORY MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 461 | $85.8M |
| High net worth individuals | 23 | $105.3M |
| Other investment advisers | 1 | $1.1M |
| Corporations/business entities | 2 | $479K |
States served
CA, NE, TX, CT
All web addresses on file
Official SEC filing: View on IAPD