Fulcrum Wealth Advisors Overview

  • Type
  • Investment Advisor

  • Founded
  • 2013

Founded
  • Professionals
  • 3

Professionals
  • AUM
  • 000.0

Fulcrum Wealth Advisors General Information

Description

Fulcrum Wealth Advisors is an investment advisor 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

Year Founded
2013
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Investment Advisor
Primary Contact
0000000 0000
Title
Co-Founder & 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

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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.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
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.

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  • 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:
Investment allocations

Fulcrum Wealth Advisors Team (4)

Name Title Office
James Falcone Co-Founder & Managing Director Bellevue, WA
Michael Rose Co-Founder & Chief Investment Officer Bellevue, WA
Jonathan Bever Head of Research, Director of Investments & Financial Advisor Bellevue, WA
You’re viewing 3 of 4 team members. Get the full list »