FULCRUM WEALTH ADVISORS, LLC

Overview

Fulcrum Wealth Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and adviser selection services. The firm operates as a capital allocator that tilts portfolios toward publicly traded equities and ETFs while selectively using external managers for private-market exposures. Its fee model combines AUM-based fees with hourly and fixed-fee planning arrangements. Fulcrum is not an active ESG investor and lists exchange-traded equities as its primary implementation vehicle. The firm registered with the SEC in 2024 and positions itself to coordinate both direct equity exposure and third‑party alternative allocations for client portfolios.

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Public Holdings

Investments & Alternatives

Location & Offices