Investment adviser registration
Advisory services are offered through Fulcrum Equity Management, LLC, doing business as Fulcrum Wealth Management, an investment adviser registered with the United States Securities and Exchange Commission (CRD No. 159099, SEC File No. 801-79524). Providence Wealth Management is a name under which advisory business is conducted and is filed with the Securities and Exchange Commission as an additional business name of the firm. Jason E. Hurta is an investment adviser representative of Fulcrum Wealth Management.
Registration as an investment adviser does not constitute an endorsement of the firm by the Securities and Exchange Commission, nor does it indicate that the adviser has attained a particular level of skill, training, or ability. The firm is not engaged in the practice of law or accounting.
Where we may conduct business
Fulcrum Wealth Management and its investment adviser representatives may conduct advisory business only with residents of states and jurisdictions in which the firm is properly registered or notice filed, or in which an applicable exemption or exclusion from registration is available. Nothing on this website is a solicitation or an offer to provide investment advisory services in any jurisdiction where doing so would be unlawful.
Investment risk
All investments and strategies carry the potential for profit or loss, including the possible loss of principal. Different types of investments involve higher and lower levels of risk. There is no guarantee that any specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation, rebalancing, and diversification will not necessarily improve returns and cannot eliminate the risk of investment loss.
Past performance is not a guarantee or indication of future results. Historical performance returns for investment indexes or categories usually do not deduct transaction charges, custodial charges, or an advisory fee, all of which would reduce historical performance results. There is no assurance that any portfolio will match or exceed any particular benchmark.
Information and opinions on this website
All written content on this website is provided for general educational and informational purposes only and should not be viewed as personalized investment advice. Opinions expressed are those of the author as of the date of publication and may change in response to market or economic conditions. Material is believed to be from reliable sources, but no representation is made as to its accuracy or completeness.
Nothing on this website is an offer to buy or sell any security, a recommendation of any specific investment, or legal or tax advice. This website does not take into account your particular objectives, financial situation, or needs. You should discuss any information or idea presented here with your adviser before acting on it, and you should consult a qualified attorney or tax professional regarding your specific legal or tax situation. No communication sent through this website creates an advisory relationship.
Insurance products
Insurance products are offered separately from advisory services and are subject to the terms, conditions, and claims-paying ability of the issuing carrier. Insurance products are not deposits, are not insured by any federal government agency, and are not guaranteed by any bank. Guarantees are subject to the financial strength of the issuer. Where insurance products are recommended, compensation may be received in the form of a commission, which is a conflict of interest that is disclosed at the time of any such recommendation.
Photographs and images
The photographs of Jason E. Hurta on this website are photographs of him. All other images on this website, including images depicting people, are illustrative and were produced digitally. They do not depict actual clients, actual events, or actual client experiences, and no individual pictured is a current or former client. No image on this website should be construed as a testimonial, endorsement, or reflection of any client's experience.
Testimonials and third-party recognition
This website does not contain client testimonials or endorsements. Third-party rankings and recognition from rating services or publications are not indicative of any client's experience and do not guarantee future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance. Ratings and rankings are generally based on information supplied by the adviser and should not be viewed as an endorsement of the adviser by any client.
Links to other websites
Hyperlinks to third-party websites are provided as a convenience. We do not control and are not responsible for the information, services, or products found on any website linked from this one, and a link does not imply endorsement.
Information you send us through this website
The contact form on this website opens your own email application with the details you entered, so nothing is transmitted to us until you press send. Email is not a secure medium. Please do not include account numbers, Social Security numbers, or other sensitive personal information in an email or web form. Information you do send us is handled in accordance with the firm's privacy policy. Sending a message through this website does not create an advisory relationship.
Ownership of this website
This domain and its subdomains are owned and operated by Providence Wealth Management. Providence Wealth Management and Fulcrum Equity Management, LLC are affiliated but are organized as separate entities.
Firm disclosure documents
Additional information about the firm, its services, its fees, and its conflicts of interest is contained in the firm's disclosure documents, which are available free of charge at the links below or on request.
- Privacy Policy
- Form CRS — Client Relationship Summary (PDF)
- Form ADV Part 2A — Disclosure Brochure (PDF)
- Form ADV Part 2A Appendix 1 — Wrap Fee Program Brochure (PDF)
- Firm record on SEC Investment Adviser Public Disclosure
- Investor.gov/CRS — free and simple search tool to research firms and financial professionals
Questions
To request any of the documents above in paper form, or to ask a question about these disclosures, contact us at (830) 629-0776 or jason@providencewm.com. You may also contact Fulcrum Wealth Management at 5465 Legacy Drive, Suite 650, Plano, TX 75024, by phone at (888) 304-6942, or by email at info@fulcrumwm.com.
Last reviewed August 2026.