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| Fulcrum Wealth Advisors LLC
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|---|---|
| CRD # | 169277 |
| SEC # | 801-130305 |
| CIK # | 0002108790 |
| AUM | 208.0 M (2026-01-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 425-250-6280 |
| Address | 10940 NE 33rd Place, Suite 210 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 13.4 | ||
| Sprott Physical Gold Trust | 12.1 | ||
| Microsoft Corp | 7.7 | ||
| Nvidia Corp | 5.9 | ||
| Apple Inc | 4.7 | ||
| Amazon Com Inc | 4.6 | ||
| Cummins Inc | 3.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.4 | ||
| International Business Machines Corp | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 32.8 |
| (b) Individuals (high net worth individuals) | 111 | 175.2 |
| (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 | 0.1 |
| (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 | 296 | 208.0 |
| By Discretionary | ||
| Discretionary | 296 | 208.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 208.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.0 | |
| Total | 296 | 208.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108790] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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