# Fortified Wealth

> Fortified Wealth is a state-registered investment advisory firm in Elkhart, IN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 332137
- Filed as: FORTIFIED WEALTH
- Legal name: Fortified Wealth Advisors. LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elkhart, IN
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332137
- AdvisorCensus page: https://advisorcensus.com/firm/fortified-wealth-elkhart-in-332137

## Quick answers

**How is Fortified Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Fortified Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Fortified Wealth located?**
Fortified Wealth's principal office is in Elkhart, IN, according to its Form ADV.

**Is Fortified Wealth registered with the SEC or a state?**
Fortified Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332137.

**How much does Fortified Wealth manage?**
Fortified Wealth reports $16,603,473 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**What types of clients does Fortified Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (10).

**Does Fortified Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332137

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,603,473
- Discretionary: $16,603,473
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $8,149,384 |
| High net worth individuals | 10 | $8,454,089 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortifiedwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortified Wealth (CRD 332137): Form ADV filing data as of October 2026.