Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC (CRD# 169277) is a financial advisory firm headquartered in Bellevue, WA. They manage $105,650,000 in 184 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10940 Ne 33rd Place, Suite 210, Bellevue, WA 98004
https://www.facebook.com/fulcrum-wealth-advisors-325644517601262/
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $574,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Fulcrum Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Rose, financial advisor Bellevue WA
Michael S. Rose
CRD#: 817872
10940 Ne 33rd Place, Suite 210, Bellevue, WA 98004

Michael Rose (CRD# 817872) is an Investment Advisor Representative working at Fulcrum Wealth Advisors, LLC in Bellevue, WA and has over 44 years of experience in the finance industry.

2
Steven Rosenthal, financial advisor Bellevue WA
Steven J. Rosenthal
CRD#: 7173693
10940 Ne 33rd Place, Suite 210, Bellevue, WA 98004

Steven Rosenthal (CRD# 7173693) is an Investment Advisor Representative working at Fulcrum Wealth Advisors, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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