FORTITUDE WEALTH MANAGEMENT

Overview

Fortitude Wealth Management is an independent, sole-proprietor registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs an advisory model that emphasizes public market equities as the primary allocation. Its stated practice leans toward exchange-traded instruments and mutual funds for core exposure, while sourcing third-party managers for real estate when clients require alternative exposure. The advisory relationship appears centered on providing guidance rather than acting as a full discretionary capital allocator—client-directed decisions and non-discretionary accounts make up the firm’s reported activity. Fortitude does not identify as an active ESG investor and is not structured as a multi-state advisory network, indicating a geographically concentrated client base and a conservative, straightforward investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices