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Building 2FULCRUM WEALTH ADVISORS, LLC

Map pinBELLEVUE, WA
Phone425-250-6280
NotebookSEC #801-130305
Total AUM
$208M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10940 NE 33RD PLACE, SUITE 210
BELLEVUE
WA 98004
United States
Operating Hours
8-5
Monday - Friday
Phone
425-250-6280

ReceiptFinancials

Total AUM
$208M
Accounts
296
Discretionary
$208M
Accounts
296
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$32.8M
HNW Individual Clients
111
AUM
$175.2M
Charitable Organization Clients
1
AUM
$50K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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