Overview
Assets Under Management: $282 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 69
Average Client Assets: $2.1 million
Frequently Asked Questions
FORTITUDE FINANCIAL LLC 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 #313235), FORTITUDE FINANCIAL LLC is subject to fiduciary duty under federal law.
FORTITUDE FINANCIAL LLC is headquartered in SPOKANE, WA.
FORTITUDE FINANCIAL LLC serves 69 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, FORTITUDE FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
FORTITUDE FINANCIAL LLC manages $282 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, FORTITUDE FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.57%
Average Client Assets: $2.1 million
Total Client Accounts: 1,832
Discretionary Accounts: 1,542
Non-Discretionary Accounts: 290
Regulatory Filings
CRD Number: 313235
Filing ID: 2054824
Last Filing Date: 2026-02-24 08:14:42