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FORTITUDE FAMILY OFFICE

SCOTTSDALE, AZ · CRD 317615 · IAPD ↗ · (602) 834-0089

$1.27BRegulatory AUM
14Advisory reps
40Employees
0Clients
101-250Planning clients
2Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2026 — FORTITUDE FAMILY OFFICE reported RAUM up 27% ($1.00B -> $1.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
October 2026 — FORTITUDE FAMILY OFFICE reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — FORTITUDE FAMILY OFFICE crossed $1B in regulatory AUM ($893.7M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
December 2025 — FORTITUDE FAMILY OFFICE notice-filed in NV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — FORTITUDE FAMILY OFFICE notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
November 2024 — FORTITUDE FAMILY OFFICE reported RAUM up 27% ($505.2M -> $640.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
November 2024 — FORTITUDE FAMILY OFFICE grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
September 2024 — FORTITUDE FAMILY OFFICE crossed $500M in regulatory AUM ($434.3M -> $505.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
September 2024 — FORTITUDE FAMILY OFFICE grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2024 — FORTITUDE FAMILY OFFICE reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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