Fulcrum Wealth Advisors Employee Directory

Financial ServicesWashington, United States2-10 Employees

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.

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