FORTITUDE FAMILY OFFICE, LLC
Legal name: FORTITUDE FAMILY OFFICE
CRD #317615 SEC #801-122907 SCOTTSDALE, AZ (602) 834-0089
SEC Registered Private Funds
Total AUM
$893.7M
Discretionary
$791.5M
Employees
28
Clients
26
Accounts
781
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $893.7M | $791.5M | $102.2M | 28 | 0 |
| May 2025 | $741.7M | $657.3M | $84.4M | 25 | 0 |
| Apr 2025 | $741.7M | $657.3M | $84.4M | 25 | 0 |
| Apr 2025 | $741.7M | $657.3M | $84.4M | 25 | 0 |
| Apr 2025 | $640.9M | $572.5M | $68.4M | 20 | 0 |
| Jan 2025 | $640.9M | $572.5M | $68.4M | 19 | 0 |
| Oct 2024 | $640.9M | $572.5M | $68.4M | 20 | 0 |
| Aug 2024 | $505.2M | $481.5M | $23.7M | 18 | 0 |
| Feb 2024 | $434.3M | $413.3M | $21M | 16 | 0 |
| Feb 2024 | $379.7M | $360.4M | $19.3M | 16 | 5 |
| Dec 2023 | $379.7M | $360.4M | $19.3M | 16 | 5 |
| Oct 2023 | $379.7M | $360.4M | $19.3M | 16 | 5 |
| Oct 2023 | $379.7M | $360.4M | $19.3M | 17 | 5 |
| Sep 2023 | $310.4M | $269.6M | $40.8M | 17 | 5 |
| Sep 2023 | $310.4M | $269.6M | $40.8M | 17 | 5 |
| Aug 2023 | $310.4M | $269.6M | $40.8M | 16 | 5 |
| Aug 2023 | $310.4M | $269.6M | $40.8M | 16 | 5 |
| Apr 2023 | $310.4M | $269.6M | $40.8M | 14 | 5 |
| Feb 2023 | $196.3M | $167.6M | $28.8M | 14 | 5 |
| Jan 2023 | $196.3M | $167.6M | $28.8M | 14 | 5 |
| Jan 2023 | $145.7M | $142.4M | $3.2M | 12 | 1 |
| Nov 2022 | $145.7M | $142.4M | $3.2M | 12 | 1 |
| Oct 2022 | $145.7M | $142.4M | $3.2M | 12 | 1 |
| Oct 2022 | $145.7M | $142.4M | $3.2M | 12 | 1 |
| Jul 2022 | $145.7M | $142.4M | $3.2M | 12 | 1 |
| Jun 2022 | $145.7M | $142.4M | $3.2M | 12 | 1 |
| Mar 2022 | $145.7M | $142.4M | $3.2M | 9 | 1 |
| Mar 2022 | $145.7M | $142.4M | $3.2M | 9 | 1 |
| Mar 2022 | $145.7M | $142.4M | $3.2M | 9 | 1 |
| Dec 2021 | $0 | $0 | $0 | 6 | 0 |
| Nov 2021 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$893.7M
Discretionary$791.5M
Non-Disc.$102.2M
Employees28
Clients0
DateMay 2025
Total AUM$741.7M
Discretionary$657.3M
Non-Disc.$84.4M
Employees25
Clients0
DateApr 2025
Total AUM$741.7M
Discretionary$657.3M
Non-Disc.$84.4M
Employees25
Clients0
DateApr 2025
Total AUM$741.7M
Discretionary$657.3M
Non-Disc.$84.4M
Employees25
Clients0
DateApr 2025
Total AUM$640.9M
Discretionary$572.5M
Non-Disc.$68.4M
Employees20
Clients0
DateJan 2025
Total AUM$640.9M
Discretionary$572.5M
Non-Disc.$68.4M
Employees19
Clients0
DateOct 2024
Total AUM$640.9M
Discretionary$572.5M
Non-Disc.$68.4M
Employees20
Clients0
DateAug 2024
Total AUM$505.2M
Discretionary$481.5M
Non-Disc.$23.7M
Employees18
Clients0
DateFeb 2024
Total AUM$434.3M
Discretionary$413.3M
Non-Disc.$21M
Employees16
Clients0
DateFeb 2024
Total AUM$379.7M
Discretionary$360.4M
Non-Disc.$19.3M
Employees16
Clients5
DateDec 2023
Total AUM$379.7M
Discretionary$360.4M
Non-Disc.$19.3M
Employees16
Clients5
DateOct 2023
Total AUM$379.7M
Discretionary$360.4M
Non-Disc.$19.3M
Employees16
Clients5
DateOct 2023
Total AUM$379.7M
Discretionary$360.4M
Non-Disc.$19.3M
Employees17
Clients5
DateSep 2023
Total AUM$310.4M
Discretionary$269.6M
Non-Disc.$40.8M
Employees17
Clients5
DateSep 2023
Total AUM$310.4M
Discretionary$269.6M
Non-Disc.$40.8M
Employees17
Clients5
DateAug 2023
Total AUM$310.4M
Discretionary$269.6M
Non-Disc.$40.8M
Employees16
Clients5
DateAug 2023
Total AUM$310.4M
Discretionary$269.6M
Non-Disc.$40.8M
Employees16
Clients5
DateApr 2023
Total AUM$310.4M
Discretionary$269.6M
Non-Disc.$40.8M
Employees14
Clients5
DateFeb 2023
Total AUM$196.3M
Discretionary$167.6M
Non-Disc.$28.8M
Employees14
Clients5
DateJan 2023
Total AUM$196.3M
Discretionary$167.6M
Non-Disc.$28.8M
Employees14
Clients5
DateJan 2023
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees12
Clients1
DateNov 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees12
Clients1
DateOct 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees12
Clients1
DateOct 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees12
Clients1
DateJul 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees12
Clients1
DateJun 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees12
Clients1
DateMar 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees9
Clients1
DateMar 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees9
Clients1
DateMar 2022
Total AUM$145.7M
Discretionary$142.4M
Non-Disc.$3.2M
Employees9
Clients1
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0