A complete list of active advisors currently associated with Fulcrum Wealth Advisors, LLC

Warmer can help you find a great advisor at Fulcrum Wealth Advisors, LLC or one who fits your needs even better.

Fulcrum Wealth Advisors serves individual clients, including high‑net‑worth and non‑HNW individuals, as well as institutional clients such as banks, ERISA plans, corporations, estates and charitable organizations. The firm provides discretionary investment management, ongoing wealth management, standalone financial planning and consulting, ERISA plan consulting, and tailored consulting for clients who wish to manage their own investments. Fulcrum’s investment process uses a mix of quantitative and qualitative analysis, modern portfolio theory, technical analysis, and an investment‑scoring system, and the firm may allocate portions of client portfolios to independent third‑party managers. Portfolios can include traditional equities and fixed income as well as negatively‑correlated ETFs and a range of alternative or less‑liquid instruments (structured notes, non‑traded REITs, DPPs, BDCs), and accounts are reviewed at least quarterly. Noteworthy features include managing roughly $208 million in discretionary assets with a small advisory team, a relatively high AUM‑to‑advisor profile for a firm this size, and the elimination of dual registrations to reduce certain conflicts of interest. The firm provides ERISA consulting through a third‑party provider and has arrangements that provide complimentary planning for certain employer groups, relies primarily on one custodian platform that supplies additional services to the firm, and does not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at Fulcrum Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.