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FULCRUM WEALTH ADVISORS, LLC

BELLEVUE, WA · CRD 169277 · IAPD ↗ · 425-250-6280

$208.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — FULCRUM WEALTH ADVISORS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2026 — FULCRUM WEALTH ADVISORS, LLC notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — FULCRUM WEALTH ADVISORS, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
February 2026 — FULCRUM WEALTH ADVISORS, LLC reported RAUM up 48% ($140.1M -> $208.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — FULCRUM WEALTH ADVISORS, LLC reported RAUM up 33% ($105.7M -> $140.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — FULCRUM WEALTH ADVISORS, LLC (BELLEVUE, WA) is newly SEC-registered with $105.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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