FULCRUM EQUITY MANAGEMENT, LLC
DBA: FULCRUM WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $192.8M |
| Discretionary | $192.8M100% of AUM |
| Client Accounts | 741 |
| Avg Account Size | $260K |
| Employees | 4 |
| Peak AUM | $375.3MFeb 2022 |
AUM by Client Type
Total AUM
$193M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $193M | +1.5% | 0.4% | 11.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $192.8M |
| Discretionary | $192.8M |
| Employees | 4 |
| Client Accounts | 741 |
| Client Range | 1-10 |
Contact & Location
Address
5465 LEGACY DR.
PLANO TX 75024
Phone
888-304-6942
Filing History
48 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$193M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser