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FORTITUDE FINANCIAL LLC

SPOKANE, WA · CRD 313235 · IAPD ↗ · 509-931-1199

$281.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — FORTITUDE FINANCIAL LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — FORTITUDE FINANCIAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2024 — FORTITUDE FINANCIAL LLC reported RAUM up 38% ($168.1M -> $232.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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