Fulcrum Wealth Advisors

$2.6M revenue • 2 employees • 10940 NE 33rd Pl # 210, Bellevue, WA, 98004, United States

Last Updated Feb 19, 2026

Company Overview

Company Name

Fulcrum Wealth Advisors

Address

10940 NE 33rd Pl # 210, Bellevue, WA, 98004, United States

Approx. Annual Revenue

$2.6M

Employees

2

Established

2013

About Fulcrum Wealth Advisors

Fulcrum Asset Management is a wealth management firm based in Bellevue, WA, with approximately 2 employees. Established in 2013, the company provides personalized portfolio management and fiduciary financial guidance to help clients build and protect long-term wealth through services such as retirement planning, tax optimization, investment management, and estate & legacy planning.

Frequently Asked Questions about Fulcrum Wealth Advisors

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Key Decision Makers

Jim Falcone Owner/President
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