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FORTIFY WEALTH, INC.
CRD 297433File 801-121460
APPROVED
Retail clients
Custody
Filing as of Jul 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$115.0M
Bottom 25% of cohort (national)
Discretionary AUM
$115.0M
Clients
79
227 accounts
Employees
3
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 12, 2021
- Principal office
- 106 W. MADISON AVENUE, SUITE 240, ST. LOUIS, MO, 63122
- Phone
- 314-726-0055
- Website
- HTTP://FORTIFYWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.0M
- Discretionary AUM
- $115.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 227
- Non-discretionary accounts
- 0
- Total accounts
- 227
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $96.4M |
| Individuals (other than high net worth individuals) | 47 | $18.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.