Company profile
Fulcrum Wealth Advisors
Grow & Protect Your Financial Future
- Industry
- Financial Services
- Employees
- 8
- Headquarters
- BELLEVUE, WA
- Founded
- 2013
- LinkedIn followers
- 803
- Office locations
- 1
Fulcrum Wealth Advisors company summary
Fulcrum Wealth Advisors is a company in the Financial Services industry, headquartered in BELLEVUE, WA, founded in 2013. On LinkedIn the company has around 8 employees and 803 followers. Its listed specialties include Wealth Planning & Management, Investments, Estate Tax Planning, 401 (k) retirement plans, Tax Wise Investing.
What technology does Fulcrum Wealth Advisors use?
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About Fulcrum Wealth Advisors
Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy. Fulcrum Wealth Advisors (FWA) has a diverse client base that includes wealthy individuals, families, and private business owners. We are independent, free from outside influences, and owned by local partners. Independence means no corporate parent or pre-negotiated contracts will ever influence our clients’ best interests. We adhere to our role as stewards of wealth rather than brokers or salespeople. Not having outside shareholders means the client’s assets do not serve the interests of faraway shareholders. Thus, we strive to avoid potential conflicts of interest, such as when a corporation prioritizes its shareholders' interests over its clients'. 10940 NE 33RD PLACE, STE 210, BELLEVUE, WA 98004. 844-621-0630 Fulcrum Wealth Advisors, LLC (FWA) is a registered investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. The firm is not registered as a broker-dealer and is not affiliated with any broker-dealer. Additional information about FWA, including its services, fees, and business practices, is available in the firm’s Form ADV, which can be obtained upon request or at www.adviserinfo.sec.gov.
Specialties
Where is Fulcrum Wealth Advisors located?
Fulcrum Wealth Advisors lists 1 location.
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Frequently asked questions about Fulcrum Wealth Advisors
What does Fulcrum Wealth Advisors do?
Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy. Fulcrum Wealth Advisors (FWA) has a diverse client base that includes wealthy individuals, families, and private business owners. We are independent, free from outside influences, and owned by local partners. Independence means no corporate parent or pre-negotiated contracts will ever influence our clients’ best interests. We adhere to our role as stewards of wealth rather than brokers or salespeople. Not having outside shareholders means the client’s assets do not serve the interests of faraway shareholders. Thus, we strive to avoid potential conflicts of interest, such as when a corporation prioritizes its shareholders' interests over its clients'. 10940 NE 33RD PLACE, STE 210, BELLEVUE, WA 98004. 844-621-0630 Fulcrum Wealth Advisors, LLC (FWA) is a registered investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. The firm is not registered as a broker-dealer and is not affiliated with any broker-dealer. Additional information about FWA, including its services, fees, and business practices, is available in the firm’s Form ADV, which can be obtained upon request or at www.adviserinfo.sec.gov.
How many employees does Fulcrum Wealth Advisors have?
Fulcrum Wealth Advisors has around 8 employees on LinkedIn.
Where is Fulcrum Wealth Advisors headquartered?
Fulcrum Wealth Advisors is headquartered in BELLEVUE, WA.
When was Fulcrum Wealth Advisors founded?
Fulcrum Wealth Advisors was founded in 2013.
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