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FORTITUDE PRIVATE WEALTH

FORTITUDE PRIVATE WEALTH INC.

CRD 290074 · SEC 801-132620

Visit website

1980 E 116TH ST, SUITE 350, CARMEL, IN, 46032, United States

Phone

317-819-8550

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.5M

Discretionary AUM

$126.5M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals23$13.8M
High net worth individuals44$112.7M

States served

IL, IN, OH

All web addresses on file

Official SEC filing: View on IAPD