FULCRUM WEALTH ADVISORS, LLC

CRD 169277File 801-130305

APPROVED

Retail clients

Filing as of Jul 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$208.0M

Below cohort median (national)

Discretionary AUM

$208.0M

Clients

143

296 accounts

Employees

Below cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 20, 2024
Principal office: 10940 NE 33RD PLACE, SUITE 210, BELLEVUE, WA, 98004
Phone: 425-250-6280
Website: HTTP://WWW.FULCRUMWA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $208.0M
Discretionary AUM: $208.0M
Non-discretionary AUM: $0
Discretionary accounts: 296
Non-discretionary accounts: 0
Total accounts: 296
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$50K
High net worth individuals	111	$175.2M
Individuals (other than high net worth individuals)	32	$32.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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	Change
Feb 1, 2026	Employees	4	3	decreased by1
Feb 1, 2026	Clients	181	143	decreased by38
Feb 1, 2026	AUM	$140,124,000	$208,000,000	increased by$67,876,000
Feb 1, 2026	Accounts	213	296	increased by83
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FULCRUM WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FULCRUM WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.