Fortitude Financial LLC
Fortitude Financial LLC is an SEC-registered mass-market adviser in Spokane, WA with $281.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Fortitude Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313235, SEC 801-120732, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $281.5M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 7
- Clients
- 411
- CRD
- 313235
- Ownership
- LEWIS, JEREMY, FRANK; GALL, JONI, L; CHASE, BENJAMIN, KOHLS; SEIPP, NOELLE, YVONNE
How much AUM does Fortitude Financial LLC have?
Fortitude Financial LLC reported $281.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Fortitude Financial LLC?
Disclosed owners and executives of Fortitude Financial LLC include LEWIS, JEREMY, FRANK, GALL, JONI, L, CHASE, BENJAMIN, KOHLS, SEIPP, NOELLE, YVONNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.