Fortitude Private Wealth
Fortitude Private Wealth is an SEC-registered wealth manager in Carmel, IN with $126.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Fortitude Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290074, SEC 801-132620, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $126.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Carmel, IN
- Employees
- 2
- Clients
- 67
- CRD
- 290074
- Ownership
- ZORGER, JOSHUA, DAVID
How much AUM does Fortitude Private Wealth have?
Fortitude Private Wealth reported $126.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fortitude Private Wealth?
Disclosed owners and executives of Fortitude Private Wealth include ZORGER, JOSHUA, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.