FULCRUM WEALTH ADVISORS, LLC

FULCRUM WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 169277). Regulatory assets under management: $208.0M.

Registration

• CRD: 169277
• SEC file number: 801-130305
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search