Company Information

Get to know Fulcrum Financial Services, LLC

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Fulcrum Financial Services, LLC

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.