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Michelle Aimee Mathieu

Michelle A. Mathieu

FULCRUM CAPITAL
Seattle, WA 98101
Some features on this profile are disabled
CRD#: 2096673
Michelle Aimee Mathieu

Professional summary

Michelle Aimee Mathieu, CFA, who also goes by Michelle Aimee Rubesch, is a registered financial advisor currently at FULCRUM CAPITAL, LLC located in Seattle, Washington.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michelle has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Aimee Rubesch

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 Michelle Aimee Mathieu'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®
CFA

Chartered Financial Analyst

Experience

Current

January 14, 2017 - Present

FULCRUM CAPITAL, LLC

Office #1: 1111 3rd Avenue Suite 1880, Seattle, WA 98101
RIA
CRD#: 145322
Seattle, WA
Past

December 6, 2010 - January 12, 2017

COLDSTREAM WEALTH MANAGEMENT

RIA
CRD#: 132486
BELLEVUE, WA
Past

May 14, 2002 - September 30, 2010

PERKINS COIE CAPITAL MANAGEMENT

RIA
CRD#: 119352
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".
FC
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
Texas
(12/9/2021)
IAR
Washington
(1/14/2017)

Exams

Current Firm

FC
FULCRUM CAPITAL, LLC
FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA
Registered Investment Advisory firm - (10/23/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
12

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts632
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.

Company Information

FULCRUM CAPITAL, LLC

CRD#: 145322Seattle, WA 98101

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