Fulcrum Wealth Advisors Overview
- Type
- Investment Advisor
- Founded
- 2013
- Professionals
- 4
- AUM
- 000.0
Fulcrum Wealth Advisors General Information
Description
Fulcrum Wealth Advisors is a wealth management firm based in Bellevue, Washington. Established in 2013, the firm provides financial planning and investment advisory services. It serves high-net-worth families, individuals, family foundations and not-for-profit organizations. The assets of the firm are managed by the executive management team.
Contact Information
Website
Year Founded
2013
Open To Secondaries
0000
Open To First Time Founds
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Institution Type
Investment Advisor
Primary Contact
0000000 0000
Title
Owner, President and Chief Investment Officer
Email
0000000.0000@000000000.000
Phone
+0 (000) 000-0000
Primary Office
- 10940 North East 33rd Place
- Suite 210
- Bellevue, WA 98004
- United States
+1 (877) 000-0000
Fulcrum Wealth Advisors Commitment Analytics
PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.
Request a free trialCommitments by Fund Type
Commitments by Region
Fulcrum Wealth Advisors Investment Allocations
PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.
Request a free trial-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Fulcrum Wealth Advisors Team (3)
| Name | Title | Office |
|---|---|---|
| Michael Rose | Owner, President and Chief Investment Officer | Bellevue, WA |
| James Falcone | Founder, Managing Director and Owner | Bellevue, WA |