Data / Investment advisers / Texas / Fulcrum Wealth Management
Fulcrum Wealth Management, Plano, TX: $193 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fulcrum Wealth Management is an SEC registered investment adviser with its main office in Plano, Texas and reports $193 million in regulatory assets under management in its Form ADV filed July 14, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 159099
- SEC file number
- 801-79524
- SEC status
- Approved, effective April 9, 2014
- Legal name
- Fulcrum Equity Management, LLC
- Main office
- 5465 Legacy Dr. Suite 650, Plano, TX 75024
- Phone
- (888) 304-6942
- Website
- fulcrumeq.com
- Regulatory AUM
- $192,808,129 in the Form ADV filed July 14, 2026
- Discretionary AUM
- $192,808,129
- Accounts
- 741
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $105.3 million |
| Individuals (other than high net worth individuals) | 461 | $85.8 million |
| Other investment advisers | 1 | $1.1 million |
| Corporations or other businesses | 2 | $479,076 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $192.8 million | February 10, 2026 |
| December 1, 2025 | $190 million | July 1, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Redwood Family Wealth LLC | Plano | $258.5 million | Not listed | adviserinfo.sec.gov |
| Tevis Investment Management, LLC | Plano | $234.8 million | Not listed | adviserinfo.sec.gov |
| Vann Equity Management LLC | Plano | $231.2 million | Not listed | adviserinfo.sec.gov |
| Strategic Financial Planning, Inc. | Plano | $220.6 million | Not listed | adviserinfo.sec.gov |
| White Rock Oil & Gas Holdings, LLC | Plano | $205.1 million | 4 | adviserinfo.sec.gov |
| Mytimeequity | Plano | $184 million | 6 | adviserinfo.sec.gov |
| Peak American Investment Advisors, Inc. | Plano | $162.1 million | Not listed | adviserinfo.sec.gov |
| Spectrum Advisors, Inc. | Plano | $160 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Fulcrum Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.