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FORTITUDE PRIVATE WEALTH

CARMEL, IN · CRD 290074 · IAPD ↗ · 317-819-8550

$126.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — FORTITUDE PRIVATE WEALTH notice-filed in IL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — FORTITUDE PRIVATE WEALTH (CARMEL, IN) is newly SEC-registered with $102.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.