Fortitude Private Wealth

Overview

Fortitude Private Wealth is an independent, individually owned registered investment adviser that serves individual and family clients. The firm reports a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. The adviser entered SEC registration in 2025 and describes itself as focused on discretionary portfolio management and planning for private clients rather than institutional allocation mandates. Its service set suggests a hybrid advisory model that blends ongoing AUM-based relationships with project-based engagements (hourly and fixed-fee work).

Assets & Accounts

Public Holdings

Investments & Alternatives