FULCRUM WEALTH ADVISORS, LLC
CRD #169277 SEC #801-130305 BELLEVUE, WA 425-250-6280
SEC Registered
Total AUM
$140.1M
Discretionary
$140.1M
Employees
4
Clients
101
Accounts
213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $140.1M | $140.1M | $0 | 4 | 0 |
| Feb 2025 | $140.1M | $140.1M | $0 | 4 | 0 |
| May 2024 | $105.7M | $105.7M | $0 | 4 | 0 |
| Apr 2024 | $105.7M | $105.7M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients0