CRD: 326548
Fulcrum Wealth Systems, LLC
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
About Fulcrum Wealth Systems, LLC
Fulcrum Wealth Systems, LLC is a Florida-registered investment advisor providing financial planning, portfolio and 401(k) management, and retirement income planning for pre-retirees, retirees, and business owners, including trusts and family partnerships. Portfolios may use stocks, ETFs, annuities and option strategies with an emphasis on managing risk and coordinating tax and legal considerations with CPAs and attorneys. Founder Thomas McDermott also built software to illustrate and track financial products.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS JEFFREY MCDERMOTT
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #4369434
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,537,356 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,537,356 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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