Firm profile

FORTIFY WEALTH, INC.

ST. LOUIS, MOCRD 297433Latest ADV March 25, 2026

Fortify Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Louis, MO.

Assets Under Management
$115M
Employees
3
Offices
--
Total Clients
79
Primary office
ST. LOUIS, MO
106 W. MADISON AVENUE, SUITE 240, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODon E. Mckinley
CCOJohn M. Mckinley

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
47
2
HNWI
40.5%
32

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$115Mas of March 25, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$115M
Total Accounts227
10Y AUM Change$-22M (-15.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee26:1
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.