# FULCRUM WEALTH ADVISORS, LLC

FULCRUM WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 169277
- Type: SEC-registered investment adviser
- SEC file number: 801-130305
- Location: 10940 NE 33RD PLACE, SUITE 210, BELLEVUE, WA, 98004
- Phone: 425-250-6280
- Latest filing: 2026-07-30
- Regulatory AUM: $208.0M
- Discretionary AUM: $208.0M
- Clients: 3
- Accounts: 296

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James Stuart Falcone | OWNER, CCO | — |
| Michael Stevan Rose | CIO | — |
| FALCONE JAMES STUART | OWNER, CCO | — |
| ROSE MICHAEL STEVAN | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169277/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169277/similar
- Related entities: https://search.stillhousedata.com/firm/169277/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169277

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.