FORTITUDE PRIVATE WEALTH INC.
Legal name: FORTITUDE PRIVATE WEALTH
CRD #290074 SEC #801-132620 CARMEL, IN 317-819-8550
SEC Registered
Total AUM
$102.8M
Discretionary
$102.8M
Employees
2
Clients
10
Accounts
326
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZORGER, JOSHUA, DAVID | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
IN
Address
1980 E 116TH STSUITE 350
CARMEL, IN 46032
United States
Phone: 317-819-8550