Fulcrum Wealth Advisors, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 169277
- Registered since
- May 20, 2024
- Website
- www.fulcrumwa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.21%
- Individuals15.77%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fulcrum Wealth Advisors, LLC is an independent, individual-owned RIA that registered with the SEC in 2024. The firm provides financial planning and portfolio management for individuals and small businesses, and it acts as a capital allocator that selects third-party managers on behalf of clients. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee options. Fulcrum identifies equities as its preference, does not position itself as an ESG investor, and focuses its client work on individual and family relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds8%
- Other8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Michael Rose
Co-Founder and Chief Investment OfficerCRD 817872
Contacts
2 of 2
Steven Rosenthal
Tax ConsultantCRD 7173693
James Falcone
Co-Founder & Managing DirectorCRD 2536341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$44M in ETFs
82%
$36M
6%
$7.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $11.3M | 286,902 | 25.82% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10940 Ne 33rd Pl
- Time zone
- PT (UTC-8)
- Office locations
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