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FORTITUDE FINANCIAL LLC
CRD 313235File 801-120732
APPROVED
Retail clients
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.5M
Below cohort median (national)
Discretionary AUM
$272.1M
Non-discretionary $9.4M
Clients
411
1,832 accounts
Employees
7
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 8, 2021
- Principal office
- 123 EAST 2ND AVENUE, SPOKANE, WA, 99202
- Phone
- 509-931-1199
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.5M
- Discretionary AUM
- $272.1M
- Non-discretionary AUM
- $9.4M
- Discretionary accounts
- 1,542
- Non-discretionary accounts
- 290
- Total accounts
- 1,832
- AUM per client
- $685K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $142.4M |
| Pension and profit sharing plans | Fewer than 5 | $287K |
| Individuals (other than high net worth individuals) | 339 | $138.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.