Fortem Financial Group, LLC
Fortem Financial Group, LLC is an SEC-registered wealth manager in Palm Desert, CA with $631.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Fortem Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291662, SEC 801-112300, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $631.9M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- Palm Desert, CA
- Employees
- 10
- Clients
- 347
- CRD
- 291662
- Ownership
- D'ORLANDO, BRETT, CARLTON; AMIDEI, BRIAN, PAUL; ROMANO, JOSEPH, GIORGIO; FOCUS OPERATING, LLC; FOCUS FINANCIAL PARTNERS, LLC
How much AUM does Fortem Financial Group, LLC have?
Fortem Financial Group, LLC reported $631.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Fortem Financial Group, LLC?
Disclosed owners and executives of Fortem Financial Group, LLC include D'ORLANDO, BRETT, CARLTON, AMIDEI, BRIAN, PAUL, ROMANO, JOSEPH, GIORGIO, FOCUS OPERATING, LLC, FOCUS FINANCIAL PARTNERS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.