Overview
Assets Under Management: $126 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 44
Average Client Assets: $2.6 million
Frequently Asked Questions
FORTITUDE PRIVATE WEALTH 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 #290074), FORTITUDE PRIVATE WEALTH is subject to fiduciary duty under federal law.
FORTITUDE PRIVATE WEALTH is headquartered in CARMEL, IN.
FORTITUDE PRIVATE WEALTH serves 44 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FORTITUDE PRIVATE WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FORTITUDE PRIVATE WEALTH manages $126 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FORTITUDE PRIVATE WEALTH 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
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.13%
Average Client Assets: $2.6 million
Total Client Accounts: 322
Discretionary Accounts: 322
Regulatory Filings
CRD Number: 290074
Filing ID: 2074533
Last Filing Date: 2026-03-31 09:09:40