FULCRUM WEALTH ADVISORS, LLC

BELLEVUE, Washington·2 registered advisors·CRD# 169277
SEC# 801-1303050425-250-6280
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FULCRUM WEALTH ADVISORS, LLC

2 registered advisors
James Stuart Falcone
BELLEVUE, Washington
Michael Stevan Rose
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. FULCRUM WEALTH ADVISORS, LLC (CRD# 169277) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.