Originally established as Fulcrum Financial Services, LLC, the firm provided comprehensive investment advisory and financial planning services. According to regulatory filings, the company was registered in Seattle, WA. In 2019, the firm filed for termination of its registration and appears to have rebranded or merged into what is now known as Fulcrum Wealth Advisors. The successor entity, Fulcrum Wealth Advisors, continues the mission of providing integrated wealth management for business owners, executives, and high-net-worth families, focusing on financial planning, investment management, and strategic financial guidance.

Founded in

United States