Fulcrum Wealth Advisors Employee Directory

Financial ServicesWashington, United States2-10 Employees

Fulcrum Wealth Advisors is a financial services firm based in Bellevue, Washington, that operates as a registered investment adviser with the U.S. Securities and Exchange Commission. The firm emphasizes independence, aiming to act as stewards of wealth rather than brokers, and it serves a diverse client base including high-net-worth individuals, families, and private business owners. Its stated mission focuses on protecting, preserving, and growing clients’ wealth in alignment with their personal goals, dreams, and legacy, while avoiding conflicts of interest that might arise from outside shareholders or corporate affiliations. The company presents itself as locally owned by partners and not tied to a broker-dealer network, and it provides client-specific advisory services through its independent structure. Fulcrum Wealth Advisors operates from its Bellevue office location and maintains a client-centric approach rooted in fiduciary principles, with further details available through its Form ADV.

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