Overview
Assets Under Management: $115 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 32
Average Client Assets: $3.0 million
Frequently Asked Questions
FORTIFY WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297433), FORTIFY WEALTH, INC. is subject to fiduciary duty under federal law.
FORTIFY WEALTH, INC. is headquartered in ST. LOUIS, MO.
FORTIFY WEALTH, INC. serves 32 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, FORTIFY WEALTH, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FORTIFY WEALTH, INC. manages $115 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, FORTIFY WEALTH, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.83%
Average Client Assets: $3.0 million
Total Client Accounts: 227
Discretionary Accounts: 227
Regulatory Filings
CRD Number: 297433
Filing ID: 2039579
Last Filing Date: 2026-03-25 17:34:38