Fortitude Financial LLC

RIASEC Registered

Total AUM

$282M

Discretionary

$272M

97% of AUM

Avg account

$154K

Accounts

1,832

Employees

8

Advisory reps

5

Firm details

Headquarters: Spokane, Washington
CRD number: 313235
Registered since: April 8, 2021
Website: www.fortitudefinancial.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI50.57%
Individuals49.32%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fortitude Financial LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals, families and small-business clients, while also serving some institutional relationships. The firm is registered with the SEC (registered in 2021) and charges fees primarily as a percentage of assets under management, with the option for hourly engagements. Fortitude identifies as an active ESG investor and lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Other10%
Exchange Traded Equities2%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Noelle Seipp
Chief Operations OfficerCRD 5761543
Jeremy Lewis
CEO & Wealth AdvisorCRD 4465352
Joni Gall
Chief Compliance OfficerCRD 7113934

Contacts

2 of 2

Benjamin Chase
Wealth Advisor and PartnerCRD 6145202
Matthew Greve
Financial Advisor and Registered RepresentativeCRD 7071224

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 41

Active vs passive

$287M in ETFs

Passive

70%

$201M

Active

16%

$85.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$72.3M	94,746	25.19%

Unlock additional holdings →

Primary office

Spokane, WA

Spokane

Location

Spokane, WA

Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area: Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region: West
County: Spokane
Address: 123 E 2nd Ave
Time zone: PT (UTC-8)
Office locations

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