|
⚲
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| Fulcrum Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 169277 |
| SEC # | 801-130305 |
| CIK # | |
| AUM | $105.7 MM (2024-05-23) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 425-250-6280 |
| Address | 10940 NE 33rd Place, Suite 210 Bellevue, WA 98004 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 45.6 |
| (b) Individuals (high net worth individuals) | 29 | 60.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 105.7 |
| By Discretionary | ||
| Discretionary | 184 | 105.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 105.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.7 | |
| Total | 184 | 105.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sierra Financial Advisory Incorporated
✚
|
CA | 0.1 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.1 |
|
Merited Wealth LLC
✚
|
FL | 0.1 |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 0.1 |
|
Clarion Advisors Inc
✚
|
CA | 0.1 |
|
SK Advisor Network LLC
✚
|
TX | 0.1 |
|
Pomona Wealth Management LLC
✚
|
WA | 0.1 |
|
No Fate BWWM LLC
✚
|
TX | 0.1 |
|
Wildes Financial Strategies Inc
✚
|
SC | 0.1 |
|
Avail Investment Partners LLC
✚
|
PA | 0.1 |