Overview

Assets Under Management: $103 million
Headquarters: MURFREESBORO, TN
High-Net-Worth Clients: 1
Average Client Assets: $103 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $103 million
Total Client Accounts: 507
Non-Discretionary Accounts: 507

Regulatory Filings

CRD Number: 159192
Filing ID: 2012612
Last Filing Date: 2025-08-29 18:46:00
Website: https://www.fortitudewealthmanagement.com