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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSE, MICHAEL, STEVAN | I | CIO | NA | Control |
| ROSE, MICHAEL, STEVAN | I | CIO | NA | Control |
| ROSE, MICHAEL, STEVAN | I | CIO | NA | Control |
| ROSE, MICHAEL, STEVAN | I | CIO | NA | Control |
| FALCONE, JAMES, STUART | I | OWNER, CCO | E | Control |
| FALCONE, JAMES, STUART | I | OWNER, CCO | E | Control |
| FALCONE, JAMES, STUART | I | OWNER, CCO | E | Control |
| FALCONE, JAMES, STUART | I | OWNER, CCO | E | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (1)
WA
Address
10940 NE 33RD PLACE, SUITE 210BELLEVUE, WA 98004
United States
Phone: 425-250-6280