Sign in
Create a free account
FULCRUM WEALTH MANAGEMENT
PLANO, TX
888-304-6942
SEC #801-79524Total AUM
$192.8M
Employees
4Clients
487Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5465 LEGACY DR.
SUITE 650
PLANO
TX 75024
United States
SUITE 650
PLANO
TX 75024
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-304-6942
Other Offices
1
Financials
Total AUM
$192.8M
Accounts
741Discretionary
$192.8M
Accounts
741Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
461AUM
$85.8M
HNW Individual Clients
23AUM
$105.3M
Investment Advisor Clients
1AUM
$1.1M
Corporation or Business Clients
2AUM
$479.1K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANETX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.