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FULCRUM WEALTH ADVISORS, LLC

CRD 169277 · SEC 801-130305

Visit website

10940 NE 33RD PLACE, SUITE 210, BELLEVUE, WA, 98004, United States

Phone

425-250-6280

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.0M

Discretionary AUM

$208.0M

Team

3 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals32$32.8M
High net worth individuals111$175.2M

States served

NY, WA, TX

All web addresses on file

Official SEC filing: View on IAPD