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FULCRUM WEALTH MANAGEMENT

PLANO, TX · CRD 159099 · IAPD ↗ · fulcrumeq.com · 888-304-6942

$192.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — FULCRUM WEALTH MANAGEMENT notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2026 — FULCRUM WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2026 — FULCRUM WEALTH MANAGEMENT notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — FULCRUM EQUITY MANAGEMENT, LLC is now doing business as FULCRUM WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2025 — FULCRUM EQUITY MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.