# Fulcrum Wealth Management

Fulcrum Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** fulcrumwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/fulcrumwm

## Regulatory record

- **CRD number:** 159099
- **SEC file number:** 801-79524
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159099

## About

FULCRUM WEALTH MANAGEMENT is an SEC-registered investment adviser in PLANO, TX, registered since 2014. The firm manages approximately $193 million in assets. It has 4 employees and 3 investment advisers.

## Questions

### What investment stages does Fulcrum Wealth Management typically target?

Fulcrum does not disclose any stage-specific targeting. Without a public investment strategy, it is not possible to confirm venture, growth, or buyout preferences.

### Which sectors does Fulcrum Wealth Management explicitly avoid?

The firm has not published any sector restrictions or ethical exclusions. No ESG, fossil fuel, or other negative screening criteria are stated in public sources.

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Last updated: 2026-06-03T20:00:00.000Z

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