FULCRUM EQUITY MANAGEMENT, LLC
Doing business as FULCRUM WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$192,808,129
Discretionary
$192,808,129
Non-discretionary
$0
Firm details
- CRD number
- 159099
- SEC file number
- 801-79524
- Main office
- PLANO, TX, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.FULCRUMEQ.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.