# Fulcrum Wealth Systems

Fulcrum Wealth Systems is a Bank / Wealth / Trust based in Ponte Vedra Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ponte Vedra Beach, United States
- **Region:** North America
- **Address:** Ponte Vedra Beach, FL, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** fulcrumwealthsystem.com
- **LinkedIn:** linkedin.com/company/fulcrum-wealth-system

## Regulatory record

- **CRD number:** 326548
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326548

## About

Fulcrum Wealth Systems was established in 2023 and operates from Ponte Vedra Beach, Florida. The firm provides discretionary asset management services to advisory clients. The firm's publicly available details are limited. As a recently formed wealth manager, Fulcrum Wealth Systems has not yet disclosed its assets under management, specific investment strategies, or named portfolio holdings. Fulcrum Wealth Systems is headquartered in Ponte Vedra Beach, a Northeast Florida community with a concentration of wealth management firms serving the regional high-net-worth population. The firm's formation in 2023 places it among a cohort of new entrants in the independent wealth advisory space. As a new discretionary manager, Fulcrum Wealth Systems' structural differentiator is its independent, founder-driven posture — entering the crowded RIA space without legacy constraints, building its compliance and operational architecture from scratch for a 2023 regulatory and client-service environment.

## Questions

### What services does Fulcrum Wealth Systems offer?

Fulcrum Wealth Systems offers discretionary asset management services to advisory clients. In a discretionary arrangement, the firm makes investment decisions on behalf of its clients within agreed-upon parameters. The firm has not publicly disclosed whether it additionally offers financial planning, tax strategy, or estate planning services.

### Is Fulcrum Wealth Systems a registered investment advisor?

Given its Delaware registration and Florida office operating as a discretionary wealth manager, Fulcrum Wealth Systems is expected to maintain registration with applicable state securities regulators or the SEC, depending on its regulatory assets under management. Specific registration details are part of the public record.

## Related profiles

- [Fulcrum Capital](https://altss.com/profile/fulcrum-capital)
- [Full Court Strategic Wealth](https://altss.com/profile/full-court-strategic-wealth)

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Last updated: 2026-08-11T02:43:31.692Z

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