FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE, LLC

CRD 317615 · SEC 801-122907

Visit website

7500 N DOBSON RD, SUITE 151, SCOTTSDALE, AZ, 85256, United States

Phone

(602) 834-0089

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.00B

Discretionary AUM

$911.8M

Team

28 total employees; 13 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersFAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES

Client types

Type	Clients	AUM
Individuals	44	$28.0M
High net worth individuals	312	$824.3M
Pooled investment vehicles	2	$136.8M
Charitable organizations	2	$3.1M
Corporations/business entities	1	$7.9M

States served

AZ, CA, NV, WY, TX

All web addresses on file

https://www.linkedin.com/company/fortitude-family-office/
https://www.fortitudefo.com

Official SEC filing: View on IAPD