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Managing Member & Managing Director · Fulcrum Capital, LLC

Janet M. Welcher

CRD 1108316 · Named on Form ADV at one SEC-registered adviser

At a glance

Fulcrum Capital, LLC, an SEC-registered wealth manager based in Seattle, WA with $1.1 billion in regulatory assets, lists Janet M. Welcher on its Form ADV as Managing Member & Managing Director, a control person.

Firms and roles

  • Fulcrum Capital, LLCManaging Member & Managing DirectorWealth manager · Seattle, WA · $1.1B in regulatory assets

AtlasMembers

Janet’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janet’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.