Chief Compliance Officer, Managing Member, COO · Fulcrum Capital, LLC
Matthew A. Wilkins
CRD 7356545 · 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 Matthew A. Wilkins on its Form ADV as Chief Compliance Officer, Managing Member, COO, a control person.
Firms and roles
- Fulcrum Capital, LLCChief Compliance Officer, Managing Member, COOWealth manager · Seattle, WA · $1.1B in regulatory assets
AtlasMembers
Matthew’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Janet M. WelcherManaging Member & Managing Director, Fulcrum Capital, LLC
- Michelle A. MathieuManaging Member & CEO, Fulcrum Capital, LLC
- KATHRYN H. FisherChief Wealth Strategist, Fulcrum Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.