FULCRUM CAPITAL, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 145322). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Janet Maria Welcher | MANAGING MEMBER & MANAGING DIRECTOR | — |
| Michelle Aimee Mathieu | MANAGING MEMBER & CEO | — |
| Matthew A Wilkins | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO | — |
| Kathryn Haggitt Fisher | CHIEF WEALTH STRATEGIST | — |
| JOHNSON DARCY BERUBE | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ELECTED MANAGER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, ELECTED MANAGER (+3 more) | — |
| KUEHN ROBERT C | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| OHASHI ROSS WARREN | CHIEF COMPLIANCE OFFICER | — |
| WELCHER JANET MARIA | MANAGING MEMBER; MANAGING MEMBER & MANAGING DIRECTOR; MEMBER (+1 more) | — |
| KUEHN ROBERT CARL | CHIEF INVESTMENT OFFICER, ELECTED MANAGER; ELECTED MANAGER; MEMBER | — |
| MATHIEU MICHELLE AIMEE | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & MANAGING MEMBER; MANAGING MEMBER (+1 more) | — |
| Wilkins Matthew A | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO | — |
| Fisher KATHRYN HAGGITT | CHIEF WEALTH STRATEGIST | — |