Fulcrum Wealth Advisors, LLC
Fulcrum Wealth Advisors, LLC is an SEC-registered wealth manager in Bellevue, WA with $208.0M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Fulcrum Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169277, SEC 801-130305, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $208.0M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 3
- Clients
- 143
- CRD
- 169277
- Ownership
- FALCONE, JAMES, STUART; ROSE, MICHAEL, STEVAN
How much AUM does Fulcrum Wealth Advisors, LLC have?
Fulcrum Wealth Advisors, LLC reported $208.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Fulcrum Wealth Advisors, LLC?
Disclosed owners and executives of Fulcrum Wealth Advisors, LLC include FALCONE, JAMES, STUART, ROSE, MICHAEL, STEVAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.