Fulcrum Wealth Advisors Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2013

Year Founded

  • Professionals
  • 4

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 Funds
00000
Institution Type
Investment Advisor
Primary Contact
0000000 0000
Title
Co-Founder & Chief Investment Officer
Phone
+0 (000) 000-0000
Corporate 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

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

Fulcrum Wealth Advisors Investment Allocations

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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 & Financial Advisor Bellevue, WA
You’re viewing 3 of 4 team members. Get the full list »

Fulcrum Wealth Advisors FAQs

  • When was Fulcrum Wealth Advisors founded?

    Fulcrum Wealth Advisors was founded in 2013.

  • Who is the founder of Fulcrum Wealth Advisors?

    Michael Rose is the founder of Fulcrum Wealth Advisors.

  • Where is Fulcrum Wealth Advisors headquartered?

    Fulcrum Wealth Advisors is headquartered in Bellevue, WA.

  • How many Assets Under Management (AUM) does Fulcrum Wealth Advisors have?

    Fulcrum Wealth Advisors has 000.00 in assets under management.

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