Fortitude Wealth Management

RIASEC RegisteredEst. 2025
Total AUM
$113M
Discretionary
$0
0% of AUM
Avg account
$173K
Accounts
649
Employees
1
Advisory reps
1

Firm details

Headquarters
Murfreesboro, Tennessee
CRD number
159192
Registered since
December 22, 2025
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fortitude Wealth Management is an independent registered investment adviser organized as a sole proprietorship and SEC-registered in 2025. The firm serves individuals, families and small businesses, focusing on financial planning and portfolio management. Its client fee model combines a percentage-of-AUM component with fixed fees. Fortitude is structured as a single-owner RIA rather than a capital allocator or multi-state advisory network, and it does not identify as an active ESG investor or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Jason Qualls

    Jason Qualls

    Founder, Certified Financial PlannerCRD 4525479

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Murfreesboro, TN

Rutherford

Location

Murfreesboro, TN

Headquartered in Murfreesboro, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Rutherford
Address
201 E Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth