# Fulcire Wealth Management, LLC

> Fulcire Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2022.

- CRD: 156552
- Filed as: FULCIRE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: July 16, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156552
- AdvisorCensus page: https://advisorcensus.com/firm/fulcire-wealth-management-llc-156552

## Quick answers

**How is Fulcire Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fulcire Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Fulcire Wealth Management, LLC registered with the SEC or a state?**
Fulcire Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156552.

**How much does Fulcire Wealth Management, LLC manage?**
Fulcire Wealth Management, LLC reports $1,000,000 in regulatory assets under management in its Form ADV filing dated July 16, 2022 (100% discretionary).

**What types of clients does Fulcire Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does Fulcire Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156552

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,000,000
- Discretionary: $1,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $1,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fulcirewealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fulcire Wealth Management, LLC (CRD 156552): Form ADV filing data as of October 2026.