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FORTITUDE WEALTH MANAGEMENT L.L.C.
CRD 297013
2010 CROW CANYON PLACE, STE 100, SAN RAMON, CA, 94583, United States
Phone
925-494-2250
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.1M
Discretionary AUM
$55.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $18.6M |
| High net worth individuals | 15 | $31.1M |
| Pension/profit sharing plans | 1 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD