FULCRUM WEALTH MANAGEMENT

Legal name: FULCRUM EQUITY MANAGEMENT, LLC

CRD 159099File 801-79524

APPROVED

Retail clients

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$192.8M

Below cohort median (national)

Discretionary AUM

$192.8M

Clients

487

741 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 9, 2014
Principal office: 5465 LEGACY DR., SUITE 650, PLANO, TX, 75024
Phone: 888-304-6942
Website: HTTP://WWW.FULCRUMEQ.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $192.8M
Discretionary AUM: $192.8M
Non-discretionary AUM: $0
Discretionary accounts: 741
Non-discretionary accounts: 0
Total accounts: 741
AUM per client: $396K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$479K
Other investment advisers	Fewer than 5	$1.1M
High net worth individuals	23	$105.3M
Individuals (other than high net worth individuals)	461	$85.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.