Fortitude Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 24, 2026, reports $282M in regulatory assets under management, 8 employees, 1 office, and 1,832 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.5% of total clients.
Top client categories% of clientsClients
1
Individuals
82.5%
339
2
HNWI
16.8%
69
3
Pension Plans
0.7%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of March 24, 2026
Discretionary96.7%
$272M
97% of total RAUM96.7%
Non-discretionary3.3%
$9M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$282M
Total Accounts1,832
10Y AUM Change+$282M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee51:1
10Y Employee Change+2 (+33.3%)
* 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.