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 and institutional clients — including trust, retirement, and non-retirement accounts — and provides discretionary investment management, wealth management, financial planning, and consulting for investors who prefer to manage their own assets. The firm reports approximately $208 million in discretionary assets under management and also offers ERISA plan consulting and one‑off advisory engagements. Fulcrum constructs tailored portfolios using a mix of quantitative and qualitative analysis, modern portfolio theory, technical and proprietary scoring methods, and may engage independent managers for specialized strategies. Its approach is explicitly proactive and can include a wide range of instruments — individual stocks and bonds, mutual funds and ETFs, negatively correlated funds, options and margin, structured products, non-traded REITs, and other alternatives — depending on client objectives and risk tolerance. Notable distinctions include the firm’s relatively large asset base managed by a small advisory team, an explicit reduction of certain conflicts after eliminating dual‑registered representatives, and a stated policy of not voting client proxies. The brochure also highlights atypical service features for a firm of its size: a recurring ERISA plan consulting arrangement delivered via a third‑party provider, oversight of third‑party managers when used, and a specified custodial relationship with Schwab that provides custodian‑sourced research and back‑office services.

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.