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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fortify Wealth Inc
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|---|---|
| CRD # | 297433 |
| SEC # | 801-121460 |
| CIK # | |
| AUM | $107.1 M (2025-02-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 314-726-0055 |
| Address | 106 W Madison Avenue St Louis, MO 63122 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 16.4 |
| (b) Individuals (high net worth individuals) | 29 | 90.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 107.1 |
| By Discretionary | ||
| Discretionary | 239 | 107.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 107.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 104.5 | |
| Total | 239 | 107.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Midwest Financial Network LLC
✚
|
IL | 0.1 |
|
RCM Robinson Capital Management LLC
✚
|
CA | 0.1 |
|
Vanderpol Investments LLC
✚
|
MI | 0.1 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.1 |
|
ICW Holdings LLC
✚
|
0.1 | |
|
Shepherd Street Advisors LLC
✚
|
CA | 0.1 |
|
Compass Capital Management LLC
✚
|
OK | 0.1 |
|
21 West Wealth Management LLC
✚
|
CA | 0.1 |
|
Broadwealth LLC
✚
|
0.1 | |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |