MURFREESBORO, TNCRD 159192Latest ADV March 12, 2026
Fortitude Wealth Management is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Murfreesboro, TN. Its latest Form ADV filing, dated March 12, 2026, reports $112M in regulatory assets under management, 1 employee, and 649 accounts.
Assets Under Management
$113M
Employees
1
Offices
--
Total Clients
134
Primary office
MURFREESBORO, TN
120 EAST MAIN, SUITE 300, MURFREESBORO, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
134
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113Mas of March 12, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$113M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$113M
Total Accounts649
10Y AUM Change+$10M (+9.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee134:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.