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| Fortitude Financial LLC
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|
|---|---|
| CRD # | 313235 |
| SEC # | 801-120732 |
| CIK # | 0002066105 |
| AUM | $270.1 M (2025-03-07) |
| Employees | 8 (38% Investors, 50% Brokers) |
| Phone | 509-931-1199 |
| Address | 123 East 2nd Avenue Spokane, WA 99202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.5 | ||
| American Capital Agency Corp | 1.0 | ||
| iShares Bitcoin Trust | 0.6 | ||
| Amazon Com Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 433 | 237.5 |
| (b) Individuals (high net worth individuals) | 18 | 30.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,821 | 270.1 |
| By Discretionary | ||
| Discretionary | 1,525 | 261.7 |
| Non-Discretionary | 296 | 8.4 |
| Total | 1,821 | 270.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.1 | |
| Total | 1,821 | 270.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066105] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.3 |
|
Tucker Jr Douglas Ray
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|
AL | 0.3 |
|
Kapstone Financial Advisors LLC
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|
OH | 0.3 |
|
Evolution Advisers Inc
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|
VA | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
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|
MD | 0.3 |
|
Christopher J Hasenberg Inc
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WI | 0.3 |
|
Base Wealth Management LLC
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|
FL | 0.3 |
|
Gamma Asset Management LLC
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|
PR | 0.3 |
|
Security First Financial Inc
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|
MI | 0.3 |
|
Truenorth Financial Services LLC
✚
|
WA | 0.3 |