Plano, Texas – Nov 5th, 2025 – Fulcrum Equity Management, LLC, doing business as Fulcrum Wealth Management (“Fulcrum”), is pleased to announce that it has surpassed $1 billion in assets under management and assets under advisement. The accomplishment highlights the success of Fulcrum’s advisor-first approach and sets the stage for the firm’s next phase of growth—expanding its network of advisors under the Fulcrum brand.
Since its founding by Craig Love, Fulcrum has built momentum by combining institutional-grade capabilities with a flexible, advisor-focused platform that prioritizes scalable personalization. By delivering seamless integration, operational support, and advanced tools—from risk intelligence and custom direct indexing to CRM integration and tax-intelligent trading—Fulcrum has helped advisors grow their practices while providing exceptional service to their clients.
“Reaching $1 billion is a significant milestone, and we have more of them to look forward to,” said Craig Love, Founder and President. “Our ongoing success demonstrates the strength of our platform and business model, but our future is about people. We’re focused on bringing more advisors into Fulcrum, giving them the resources, technology, and support they need to thrive while retaining the independence that defines their success.”
The company’s next chapter centers on working alongside advisors seeking a partnership that offers scale, infrastructure, and autonomy. By joining Fulcrum, financial advisors gain access not only to innovative tools and investment solutions, but also to a collaborative network designed to amplify their growth.
“We’ve seen how much impact our platform has had for advisors across the country,” expressed Mr. Love. “The next stage is about creating a home for them here at Fulcrum—where they can grow their businesses, expand their reach, and serve clients at the highest level.”
With approximately $190 million in assets under management two years ago, Fulcrum’s growth to $1 billion signals mounting demand for a comprehensive, streamlined approach to the investment and client management process.
“We asked ourselves a simple question: if advisors are empowering their clients, shouldn’t someone be doing the same for them?” added Mr. Love, “and the answer is a resounding yes.”
About Fulcrum Wealth Management
Fulcrum Equity Management, LLC, was founded in 2011 and is a Registered Investment Adviser based in Plano, Texas. We also operate under the d/b/a Providence Wealth Management. Fulcrum Equity Management is organized as a limited liability company under the laws of the State of Texas. Bellwether Investment Management USA Inc., a wholly owned subsidiary of Lorne Park Capital Partners Inc. (LPCP), is the owner of Fulcrum Equity Management, LLC. LPCP is a publicly listed company on the Toronto Venture Stock Exchange.
Fulcrum Equity Management, LLC, doing business as Fulcrum Wealth Management, is an investment adviser registered with the SEC. Fulcrum Wealth Management only conducts business in jurisdictions where it is properly notice filed, or is exempted from such filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
For further information, please contact:
Craig Love
Founder and President
Fulcrum Wealth Management
info@fulcrumwm.com
(888) 304-6942
Cautionary Notes
This news release contains statements that constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information may be identified by such terms as “believes”, “anticipates”, “expects”, “estimates”, “may”, “could”, “would”, “will”, “plan”, and other similar expressions. Forward-looking information in this news release includes, without limitation, Fulcrum’s objectives, goals, and future plans. Forward-looking information addresses possible future events, conditions, and financial performance based upon management’s current expectations, estimates, projections, and assumptions. In particular, the forward-looking information contained in this news release reflects assumptions about the timing and results of the amalgamation and regulatory approvals. Management of Fulcrum considers the assumptions on which the forward-looking information contained herein is based to be reasonable. However, by its very nature, forward-looking information inherently involves known and unknown risks and uncertainties that may cause actual results to differ materially from those expressed or implied by such information. Such risks include, without limitation, changes in economic conditions, applicable laws, or regulations. Accordingly, readers are cautioned not to place undue reliance on forward-looking information. Fulcrum disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, future events, or otherwise, except as required by law.
Fulcrum Equity Management, LLC, doing business as Fulcrum Wealth Management Management, is an investment adviser registered with the SEC. Fulcrum Wealth Management only conducts business in jurisdictions where it is properly notice filed, or is exempted from such filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Content should not be viewed as personalized investment advice. All investments and strategies have the potential for profit or loss. Index performance does not represent results obtained by Fulcrum Wealth Management and does not reflect the impact that advisory fees and other expenses will have on the returns. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark. Alternative investments are speculative, may be susceptible to fraud, involve a high level of risk, and may experience significant price volatility. You could lose all or a substantial part of your money, and your interest may be illiquid. They may involve complex tax structures and higher fees.
