Fortify Wealth, Inc.
Fortify Wealth, Inc. is an SEC-registered ria in St. Louis, MO with $115.0M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Fortify Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297433, SEC 801-121460, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $115.0M (2026-03-25)
- Firm type
- Ria
- Location
- St. Louis, MO
- Employees
- 3
- Clients
- 79
- CRD
- 297433
- Ownership
- MCKINLEY, JOHN, MITCHELL; MCKINLEY, DON, EDWARD
How much AUM does Fortify Wealth, Inc. have?
Fortify Wealth, Inc. reported $115.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Fortify Wealth, Inc.?
Disclosed owners and executives of Fortify Wealth, Inc. include MCKINLEY, JOHN, MITCHELL, MCKINLEY, DON, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.