Fulcrum Wealth Management
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 159099
- Registered since
- April 9, 2014
- Website
- www.fulcrumeq.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.63%
- Individuals44.52%
- Other Investment Advisers0.59%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fulcrum Wealth Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2014) and serves both individual and family clients as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fulcrum charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements for some services. The firm’s product mix leans toward public funds and mutual funds as the primary vehicle for client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities33%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- State & Local Bonds3%
Owners & executives
1 of 1Jason Hurta
President, CEOCRD 2970422
Contacts
3 of 4
Craig Love
PresidentCRD 3256421
Derek Soliz
Investment Adviser RepresentativeCRD 5392815
Debbie Feuer
Registered PrincipalCRD 2784941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$115M in ETFs
85%
$98M
4%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $18M | 108,066 | 15.63% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5465 Legacy Dr
- Time zone
- CT (UTC-6)
- Office locations
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