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 RIA organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects outside advisers on behalf of clients. It bills through a mix of asset-based fees, hourly charges, and fixed fees. Fulcrum identifies itself as a capital allocator, which aligns with its practice of placing client capital with third-party managers when appropriate. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant.
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 24Active vs passive
$36.2M in ETFs
83%
$29.9M
6%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $10.2M | 267,965 | 28.32% |
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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