Fulcrum Wealth Advisors, LLC

CRD 169277 · Bellevue, WA · $208.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169277
SEC number: 801-130305
Firm type: RIA
Assets under management: $208.0M as of Jan 30, 2026
Website: www.linkedin.com/company/fulcrum-wealth-advisors/about ↗
Phone: 425-250-6280
Address: 10940 Ne 33rd Place, Suite 210, Bellevue, WA, 98004

Advisors at this firm

3 in our index · page 1 of 1

James Stuart FalconeCRD 2536341 · Bellevue, WA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Stevan RoseCRD 817872 · Bellevue, WA

IA RegisteredRegistration inactive
Steven Joel RosenthalCRD 7173693 · Bellevue, WA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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