Janet M. Welcher

FULCRUM CAPITAL

Seattle, WA 98104

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CRD#: 1108316

Professional summary

Janet Maria Welcher, CFP®, who also goes by Janet M Gores, Janet M Macrae, is a registered financial advisor currently at FULCRUM CAPITAL, LLC located in Seattle, Washington.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Janet has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janet M Gores | Janet M Macrae

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Maria Welcher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

March 12, 2015 - Present

FULCRUM CAPITAL, LLC

Office #1: 800 Fifth Avenue Suite 3800, Seattle, WA 98104

RIA

CRD#: 145322

Seattle, WA

Past

September 14, 2012 - March 4, 2015

BADGLEY PHELPS WEALTH MANAGERS

RIA

CRD#: 108392

SEATTLE, WA

Past

January 24, 2001 - August 10, 2012

PARAGON INVESTMENT MANAGEMENT INC

RIA

CRD#: 107869

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FULCRUM CAPITAL, LLC

FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA

Registered Investment Advisory firm - (10/23/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(3/12/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FULCRUM CAPITAL, LLC

FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA

Registered Investment Advisory firm - (10/23/2007 Approved)

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Contact information

Main Address

800 Fifth Avenue Suite 3800, Seattle, WA 98104

Mailing Address

Phone number

(206) 223-9790

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FULCRUM CAPITAL, LLC ADV 2A 03.14.2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	632
AUM (Assets Under Management)	$ 975,924,657

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Janet M. Welcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Maria Welcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULCRUM CAPITAL, LLC

BADGLEY PHELPS WEALTH MANAGERS

PARAGON INVESTMENT MANAGEMENT INC

Primary Firm SEC Registration

FULCRUM CAPITAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

FULCRUM CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FULCRUM CAPITAL, LLC

TRUST BUT VERIFY

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