Fulcrum Wealth Management
Fulcrum Wealth Management is an SEC-registered mass-market adviser in Plano, TX with $192.8M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Fulcrum Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159099, SEC 801-79524, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $192.8M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Plano, TX
- Employees
- 4
- Clients
- 486
- CRD
- 159099
- Ownership
- LOVE, CRAIG, ALLEN; BELLWETHER INVESTMENT MANAGEMENT USA INC.; LORNE PARK CAPITAL PARTNERS INC.
How much AUM does Fulcrum Wealth Management have?
Fulcrum Wealth Management reported $192.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Fulcrum Wealth Management?
Disclosed owners and executives of Fulcrum Wealth Management include LOVE, CRAIG, ALLEN, BELLWETHER INVESTMENT MANAGEMENT USA INC., LORNE PARK CAPITAL PARTNERS INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.