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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak deltaFoundation peak
- Established Date
- 11-15-2011
- Office Locations
- 2
Office Locations
About Fulcrum Wealth Management
Fulcrum Wealth Management is a Plano, TX–based advisory firm serving both retail and institutional clients with financial planning and insurance support. It promotes a customizable, end-to-end platform to streamline advisor operations and deliver tailored investor solutions, emphasizing institutional-grade capabilities through a partnership with Bellwether Investment Management USA Inc. Portfolios often use ETFs and index funds, with custody commonly at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Services
Technology
Owner & Executives
CRAIG ALLEN LOVE
Chief Compliance Officer, Managing Member, President
- CRD
- #3256421
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DEBBIE LOUISE FEUER
--
- CRD
- #2784941
JASON EDWARD HURTA
Chief Executive Officer, President
- CRD
- #2970422
Zenith legacy
Pathway timber eagle
- CRD
- #14099
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,808,129 | $260,200 |
| Non-Discretionary | $0 | -- |
| Total | $192,808,129 | $260,200 |
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Separately Managed Accounts
Total SMA Asset: $192,808,129
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $535,721,452 | 7.0% |
| Equity - Exchange | $2,020,435,191 | 26.4% |
| Cash | $596,946,761 | 7.8% |
| U.S. Government/Agency | $1,048,483,413 | 13.7% |
| Municipal Bonds | $1,369,916,285 | 17.9% |
| Corporate - Investment Grade | $2,081,660,499 | 27.2% |
| Total | $7,653,163,601 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER TIMBER | MOMENTUM ALPHA | 1KAD16JNR | EAQ | 8.38% | $66,735,663 |
| VERTEX PRIME PRIME | INSIGHT MATRIX | 8NL7Y0P97 | IAK | 3.86% | $110,113,629 |
| PATHWAY MERIDIAN MOMENTUM | MATRIX PEAK | 90G7YAAWQ | OOM | 9.96% | $74,732,835 |
| INSIGHT MATRIX | FUSION ALPHA | CAGBOPYPJ | LBTXW | 4.21% | $11,454,238 |
| VECTOR CREST OPTIMA | OPTIMA VECTOR | M2S4K67B0 | OUGI | 8.35% | $64,458,717 |
| BEACON ALPHA RIDGE | OPTIMA EMBER | 5U7TEP5OP | XWOT | 1.27% | $45,436,052 |
| EAGLE ELEMENT | PIONEER TIMBER | 38WCV93YK | YAPXX | 5.41% | $109,463,208 |
| QUANTUM MERIDIAN | VALUE CATALYST | U9DQ829AL | KBXC | 9.52% | $52,558,942 |