FULCRUM WEALTH ADVISORS, LLC
Tel: 425-250-6280 10940 Ne 33rd Place, Suite 210 Bellevue, Washington 98004
About FULCRUM WEALTH ADVISORS, LLC
FULCRUM WEALTH ADVISORS, LLC is a Bellevue, Washington based financial advisory firm with nearly $140,124,000 in assets under management and provides investment advisory services for 213 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
169277
Firm SEC#:
801-130305
Assets Under Management:
$140,124,000
No. of Clients:
213
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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