Fulcrum Wealth Advisors, LLC
● SEC registered since 2024CRD 169277SEC# 801-130305Bellevue, WA
Reg. AUM
$208M
Employees
3
Accounts
296
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 $208 million in regulatory assets under management and employs 3 people.
Fulcrum Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Stuart Falcone Control | Owner, Cco | Over 75% | 2013 |
| Michael Stevan Rose Control | Cio | Under 5% | 2013 |
Frequently asked questions
How much does Fulcrum Wealth Advisors, LLC manage?
Fulcrum Wealth Advisors, LLC reports $208 million in regulatory assets under management on its Form ADV.
How many employees does Fulcrum Wealth Advisors, LLC have?
Fulcrum Wealth Advisors, LLC reports 3 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
| Address | 10940 NE 33rd Place, Suite 210, Bellevue, WA 98004 |
| Phone | 425-250-6280 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208M▲ 48%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$208Mregulatory AUM
Discretionary $208M