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 and registered with the SEC in 2014. The firm serves individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based fees, hourly charges and fixed fees. Fulcrum identifies as neither a capital allocator nor a pension consultant, and it does not report active ESG investing or multi-state adviser status.
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
- 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 3CRAIG LOVE
PresidentCRD 3256421
DEBBIE FEUER
Registered PrincipalCRD 2784941
DEREK SOLIZ
Investment Adviser RepresentativeCRD 5392815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$100M in ETFs
88%
$88.7M
5%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $10.6M | 74,708 | 10.60% |
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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