F
Fulcrum Wealth Systems, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,537,356
Total clients
39
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$193,266
About
Fulcrum Wealth Systems, LLC is an independent, state‑registered advisory firm that provides discretionary asset management to individuals, high‑net‑worth clients, trusts, business owners and estates. The firm, founded in 2023, manages roughly $7.5 million for about 39 clients and operates as a one‑advisor practice.
Investment programs are tailored to each client's objectives, time horizon and risk tolerance and are implemented on a discretionary basis using a blend of fundamental, technical, charting and cyclical analysis alongside Modern Portfolio Theory. The firm may employ both long‑ and short‑term strategies and uses options and other derivatives within separately managed accounts when appropriate to client profiles.
Two features that distinguish the firm from many peers are its active use of derivatives inside separately managed accounts—an approach that is relatively uncommon among similar independent advisors—and an affiliation with an insurance business; the firm’s principal sells insurance products and receives separate compensation for those sales. Those relationships are disclosed in the brochure and the firm cites written disclosures and its fiduciary obligations as mitigants to the resulting conflicts of interest.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $199,999: 1.25% annually $200,000 - $499,999: 1.20% annually $500,000 - $999,999: 1.10% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000+: 0.90% annually
Separate compensation earned from insurance product sales by the advisor as licensed insurance agent
Fee-only: Annual fees tiered by asset level as above; no commissions on advisory fees
Main office location
Fulcrum Wealth Systems, LLC
Ponte Vedra Beach FL, United States
Number of offices
1
Most active in
Fulcrum Wealth Systems, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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