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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-22-2013
- Office Locations
- 1
Office Locations
About Fulcrum Wealth Advisors, LLC
Fulcrum Wealth Advisors is an SEC-registered RIA in Bellevue, WA providing integrated financial planning and investment management, including retirement planning, tax strategy, estate/legacy and charitable giving. The team brings 100+ years of combined experience and operates as a fiduciary with a transparent, commission-free approach. Portfolios are actively managed using independent research with a global-macro lens and value-based equity selection blended with market momentum.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES STUART FALCONE
Chief Compliance Officer, Co-Founder & Managing Director, Managing Director, Owner
- CRD
- #2536341
- Ownership
- 75% or more
MICHAEL STEVAN ROSE
Advisor, Co-Founder & Chief Investment Officer
- CRD
- #817872
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Steven Joel Rosenthal
Advisor, Tax Consultant & Financial Advisor
- CRD
- #7173693
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,000,000 | $702,703 |
| Non-Discretionary | $0 | -- |
| Total | $208,000,000 | $702,703 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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