FULCRUM WEALTH SYSTEMS, LLC

FULCRUM WEALTH SYSTEMS, LLC is an SEC-registered investment adviser (CRD 326548). Regulatory assets under management: $7.5M.

Registration

• CRD: 326548
• Type: Registered investment adviser
• Phone: 904-400-1381
• Latest filing: 2026-03-25
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search