Fulcrum Wealth Advisors

Summary: Fulcrum Wealth Advisors (website fulcrumwa.com) claims to be an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC), specializing in wealth management for executives and business owners. However, public information verification shows that the company entity, regulatory license, and address cannot be independently verified from authoritative sources. The domain, though registered long ago (2013), had recent registration data changes (March 2025), raising the risk level. Overall score: 13/100 (Extremely High Risk). Until company registration, SEC/FINRA licensing, and the actual operating entity are verified, investors are strongly advised to remain highly cautious and not deposit funds or provide personal information.

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Institution Overview

Fulcrum Wealth Advisors’ website claims to be a fee-only, fiduciary wealth management firm primarily serving executives, business owners, and high-net-worth individuals in the Pacific Northwest (Washington State, USA). The website lists services including financial consulting, retirement planning, investment management, tax optimization, and estate & charitable planning. The site also links to SEC Form CRS and FINRA BrokerCheck, suggesting regulatory compliance awareness, but these links only point to external official portals, not to verified registration information.

Item	Details
Brand Name	Fulcrum Wealth Advisors (FWA)
Official Website	https://fulcrumwa.com
Stated Legal Entity	Fulcrum Wealth Advisors, LLC
Stated Address	10940 NE 33rd Pl. Suite #210, Bellevue, WA 98004, US
Customer Service Email	info@fulcrumwa.com
Contact Phone	+1-425-800-8275 / 877-400-0260 / (844) 621-0630
Domain Registration Date	2013-07-12
Recent Domain Change	2025-03-20 (registration data changed within 439 days)

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Company Entity and Registration Information

The website states that the legal entity is Fulcrum Wealth Advisors, LLC, and claims it is an SEC-registered investment adviser. However, public registration verification results are as follows:

• SEC EDGAR Company Search: Searches for "Fulcrum Wealth Advisors" and "Fulcrum Wealth Advisors, LLC" on the SEC EDGAR public search page returned no directly matching registration records.
• U.S. State Business Registrations: An automated check of the Washington State Secretary of State business registration has not been completed; it is currently unverifiable whether the company is legally registered in Washington.
• UK Companies House: Searches for related names returned records including "FULCRUMWAY LIMITED" (dissolved) and "FULCRUM ADVISORS LTD" (newly registered April 2026), but none are directly linked to fulcrumwa.com.
• Corporations Canada: No matching results found.
• Hong Kong Companies Registry: Verification not yet completed.

Conclusion: Based on currently available public information, the company registration status of Fulcrum Wealth Advisors, LLC cannot be independently confirmed in any jurisdiction. Whether the entity name claimed on the website corresponds to a real, legally existing company remains unverifiable.

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Regulatory and Licensing Status

The website footer states: "Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”)." However, this statement is a self-claim on the website, not an official confirmation from the SEC or FINRA.

• SEC EDGAR/IAPD Search: Searches on the SEC EDGAR company search page found no matching registration records.
• FINRA BrokerCheck: The website provides a link to BrokerCheck, but only as an external portal; it does not show that Fulcrum Wealth Advisors is registered in that system.
• Other Regulators: No evidence found that the platform holds financial services licenses in any other country or region.

⚠️ Important Note: Investment adviser platforms that claim to be "SEC-registered" but cannot be found in the SEC's public system represent a high-risk signal. Investors should conduct their own official verification by entering the brand name on SEC IAPD or FINRA BrokerCheck. Do not trust any regulatory claims before confirmation.

Current Conclusion: Based on available public materials, it cannot be confirmed that Fulcrum Wealth Advisors holds a valid regulatory license or registration number.

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Website, Domain, Address, and Contact Information

Domain fulcrumwa.com

Item	Value
Registration Date	2013-07-12
Expiration Date	2028-04-12
Registrar	GoDaddy.com, LLC
Most Recent Change	2025-03-20
Domain Age	~12.9 years (4709 days)
Risk Note	Registration data changed within 439 days, potentially indicating ownership or control transfer

The domain has been registered for a long time, but the recent change adds uncertainty; it is possible the website was transferred or reactivated.

Address Verification

The website lists its address as: 10940 NE 33rd Pl. Suite #210, Bellevue, WA 98004, US. A public map search has retrieved the address page, but there is no clear evidence independently verifying a connection between this address and the "Fulcrum Wealth Advisors" brand or company name. This address should be considered a self-stated address on the website, not a verified office location through registration or map data.

Contact Information

• Email: info@fulcrumwa.com (retrieved from the website)
• Phone: (844) 621-0630 / +1-425-800-8275 / 877-400-0260
• Social Media: Links to LinkedIn, YouTube, Facebook, X (Twitter) are provided, but account activity and authenticity have not been deeply verified.

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Products and Services

The website shows Fulcrum Wealth Advisors primarily offers the following services:

• Financial Consulting
• Retirement Planning
• Investment Management
• Tax Consulting
• Estate & Legacy Planning

The website particularly emphasizes customized services for Boeing employees, business owners, and individuals with sudden wealth. All service pages contain standard disclaimers stating that website content does not constitute investment advice, investing involves risk, and FWA does not provide tax or legal advice.

Business Type: Wealth management, investment adviser (self-described as fee-only, fiduciary). Such services typically require registration with the SEC or state regulators; the lack of a license exposes clients to significant financial risk.

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Public Footprint and Negative Information

Public Footprint

Public information searches using keywords such as "fulcrumwa.com" and "Fulcrum Wealth Advisors" via search engines did not yield independent third-party reviews, news articles, or detailed institutional introductions. The brand has a weak online public footprint, meaning even the absence of negative results does not constitute a safety signal.

Negative Information Search

Searches were conducted for the following keywords:

• "fulcrumwa.com" scam
• "fulcrumwa.com" complaint
• "fulcrumwa.com" withdrawal problem
• "fulcrumwa.com" 投诉
• "fulcrumwa" scam

Search Results: Current public searches did not find clear fraud complaints, client exposure, regulatory warnings, or blacklist records. However, it is important to emphasize that absence of negative findings does not equal safety, especially when the brand's public footprint is weak; potential issues may not yet have been widely disclosed.

Investors are advised to conduct deeper searches in both Chinese and English, and to monitor FINRA or SEC enforcement databases.

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Comprehensive Assessment

Score Breakdown

Dimension	Score	Brief Description
Company Entity Verification	0/20	No strongly matching company registration record found in SEC EDGAR, Secretary of State registries, or other channels
Website Ownership Verification	Low credibility	The relationship between the legal entity stated on the website and domain ownership is insufficient; unable to confirm that fulcrumwa.com is owned by the claimed LLC
Regulatory License Verification	0/20	Website claims SEC registration, but public regulatory systems cannot verify it
Address Verification	0/10	Address is self-stated on website with no independent confirmation
Domain and Operational History	5/10	Domain registered for over 12 years, but with recent significant changes
Negative Signals	0/10	No obvious negatives found, but public footprint is weak
Additional Risk Signal Deduction	-8	Neither company entity nor website ownership can be verified, triggering cap rule
Total Score	13/100	Extremely High Risk

Core Risk Points

1. Company entity cannot be independently verified – No corresponding record for the claimed LLC in publicly accessible databases.
2. Regulatory license claim is unverifiable – SEC registration is a self-claim on the website, not confirmed by official systems.
3. Address not third-party verified – Possibility of using a virtual mailing address or shared office space.
4. Recent domain changes – Registration data changed within 439 days; control transfer risk.
5. Weak public footprint – Almost no independent reviews or news reports, making credibility difficult to establish.

📌 Current Conclusion: Based on available public information, Fulcrum Wealth Advisors (fulcrumwa.com) cannot be confirmed as a legitimate, regulated investment adviser platform and presents extremely high-risk characteristics. Until independent verification of company registration, SEC/FINRA licensing, and the actual operating entity is completed, opening an account, depositing funds, or submitting any sensitive personal information is strongly discouraged.

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Public Source Links

The following links are public data access points used in this review, allowing readers to conduct their own verification:

• Official Website
• RDAP domain lookup: fulcrumwa.com
• SEC EDGAR Company Search public-page crawl
• US State Business Registry public-page crawl
• Companies House public-page crawl
• Hong Kong Companies Registry public-page crawl
• Corporations Canada public-page crawl
• Address and Google Maps public-page crawl
• Traffic and website-footprint sources: fulcrumwa.com

Frequently Asked Questions (FAQ)

1. What is Fulcrum Wealth Advisors? Is it a forex, CFD, stock, precious metals, energy, cryptocurrency, or other investment trading service provider?

Fulcrum Wealth Advisors claims to be a fee-only investment advisory firm primarily offering wealth management services such as financial planning, retirement planning, investment management, and estate planning. It is not a broker-dealer for forex, CFDs, cryptocurrencies, or similar trading services. Its business category falls under Investment Adviser.

2. What trading products, account services, trading software, platform features, or financial services does Fulcrum Wealth Advisors offer?

According to its website, the company does not offer standardized trading products or trading software. Instead, it provides personalized advisory services including portfolio management, retirement income planning, tax optimization, and estate planning. Clients contact advisers via offline or online forms, and the adviser then creates a customized plan. The website features a contact form, blog, podcasts, and external links to Form CRS and FINRA BrokerCheck.

3. Can the website, company entity, registered address, customer service email, contact information, and public materials of Fulcrum Wealth Advisors be verified?

Currently, only the company name, address (10940 NE 33rd Pl. Suite #210, Bellevue, WA 98004), customer service email (info@fulcrumwa.com), and phone numbers are self-stated on the website. Public records in independent channels such as SEC EDGAR, state business registries, and map databases have not yielded matching registration or address verification. This information should be considered self-declared on the website, lacking independent third-party confirmation.

4. Is Fulcrum Wealth Advisors regulated? Is there a public license, registration number, regulator, financial services authorization, or company registry record?

The website states that Fulcrum Wealth Advisors, LLC is an "SEC registered investment adviser," but searches of the SEC EDGAR and IAPD systems have not found confirmation. Currently, no valid license or registration number can be obtained from any public regulatory or registration database. Investors should directly verify using SEC IAPD and FINRA BrokerCheck. Do not trust any regulatory claims without official confirmation.

5. Before opening an account, depositing funds, trading, or submitting personal information with Fulcrum Wealth Advisors, what information should investors prioritize verifying?

At a minimum, the following five items should be checked:

• Search the Washington State Secretary of State website for the business registration status and existence of Fulcrum Wealth Advisors, LLC.
• Use the SEC IAPD system to search by brand name or CRD number to confirm whether its investment adviser registration is valid.
• Check FINRA BrokerCheck for any public client complaints or disciplinary history.
• Verify the address via Google Maps or an in-person visit to confirm it is a genuine office location.
• Carefully review its Form ADV (if found in SEC records) and client agreements to understand custodian arrangements and fund flows.

6. Is Fulcrum Wealth Advisors a scam? Are there online materials related to scam, fraud, blacklist, or fake broker information?

As of current public searches, no clear "scam," "fraud," or "fraudster" allegations have been found on major search engines or complaint aggregation platforms. However, given the platform's extremely weak public footprint and the unverifiable company entity and license, the possibility of fraudulent behavior cannot be ruled out. The absence of negative information does not imply safety; in fact, the lack of verifiable information increases risk.

7. Is Fulcrum Wealth Advisors legitimate? Are its company registration, license claims, regulatory materials, and actual operating entity consistent?

Based on currently available public information, legitimacy cannot be confirmed. The company's registration status has not been verified through authoritative channels; licensing claims do not match public records (no results from SEC searches); and whether the actual operating entity is the claimed LLC is unknown. This inconsistency is the core reason for the extremely high risk.

8. Is Fulcrum Wealth Advisors safe? What should be noted regarding fund security, account safety, trading risk, personal data security, and platform trustworthiness?

Safety cannot be guaranteed. If the company is not actually registered or licensed, client funds would be in an unregulated state, making recourse extremely difficult in the event of disputes or financial loss. Additionally, providing personal financial information (income, assets, tax details, etc.) to an unverified third party poses serious privacy risks. No transactions or management activities should be conducted until the entity's compliance status is confirmed.

9. Are there any complaints about Fulcrum Wealth Advisors regarding inability to withdraw funds, withdrawal problems, or refusal to release funds?

Current public searches have not found complaints about withdrawal issues with Fulcrum Wealth Advisors. However, note that this company is not a trading broker; it does not offer client self-service deposit/withdrawal functions but manages assets through advisory accounts. If it is not operating compliantly, investors may face situations where they cannot control their funds or are subject to hidden fees. Withdrawal difficulties may not always appear as public complaints, especially when the platform is small and operates in a regulatory gap.

10. Are there any complaints, negative reviews, exposés, negative news, regulatory warnings, blacklist entries, or high-risk public materials regarding Fulcrum Wealth Advisors?

No such negative materials have been found in current public searches. However, this may be due to the brand's extremely low visibility, not necessarily the absence of issues. Investors are advised to proactively search for keywords such as "Fulcrum Wealth Advisors + complaint," "FWA + FINRA," "Fulcrum Wealth Advisors + SEC action," and to review enforcement and warning databases of U.S. regulators (SEC, FINRA, state securities regulators) before investing.

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Source Description

This review is based on the following publicly available information:

• Official Website: fulcrumwa.com and all its public pages (as of June 2026)
• Domain Registration Records: fulcrumwa.com registration information from Verisign RDAP
• SEC EDGAR Company Search: SEC EDGAR Company Search
• UK Companies House: Find and update company information
• Canada Corporations Canada: Federal Corporation Search
• Google Maps Public Page (searching the address for public information, not API results)
• Public Search Engines: General searches for brand, domain, and negative keywords

⚠️ Disclaimer: This review is based solely on currently available public information and does not constitute investment advice, legal opinion, or a safety endorsement. All financial investments carry risk; before entering the market, please conduct your own complete compliance verification. If new public information emerges, the risk assessment should be reevaluated.