# Fortitude Private Wealth

> Fortitude Private Wealth is an SEC-registered investment advisory firm in Carmel, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 290074
- Filed as: FORTITUDE PRIVATE WEALTH
- Legal name: Fortitude Private Wealth Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290074
- AdvisorCensus page: https://advisorcensus.com/firm/fortitude-private-wealth-carmel-in-290074

## Quick answers

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

**How much does Fortitude Private Wealth charge?**
Its Form ADV Part 2A brochure dated August 18, 2026 states: Hourly rate: $300 an hour (Financial Consulting Services); Flat fee: $3,000 to $10,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortitude Private Wealth located?**
Fortitude Private Wealth's principal office is in Carmel, IN, according to its Form ADV.

**Is Fortitude Private Wealth registered with the SEC or a state?**
Fortitude Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 290074.

**How much does Fortitude Private Wealth manage?**
Fortitude Private Wealth reports $126,474,970 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Fortitude Private Wealth's assets and staff changed since 2025?**
In the Form ADV data for Fortitude Private Wealth: Regulatory assets under management: $102,838,159 in the October 2025 data and $126,474,970 in the October 2026 data, up 23%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortitude Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (23).

**Which custodians does Fortitude Private Wealth use?**
Fortitude Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fortitude Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290074

**Does Fortitude Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated August 18, 2026 says: "Fortitude Private Wealth requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Fortitude Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,838,159 to $126,474,970 (+23%). Registered or notice-filed in IL, OH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Fortitude Private Wealth requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

- Hourly rate: $300 an hour (Financial Consulting Services)

> Financial Consulting Services are offered based on an hourly fee of $300 per hour.

- Flat fee: $3,000 to $10,000 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $3,000 and $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,474,970
- Discretionary: $126,474,970
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $13,752,032 |
| High net worth individuals | 44 | $112,722,938 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortitudeprivatewealth.com
- LinkedIn @fortitude-private-wealth-inc
- LinkedIn @joshzorger

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,838,159 | 2 | March 31, 2025 |
| October 2026 | $126,474,970 | 2 | August 18, 2026 |

Regulatory assets under management: $102,838,159 in the October 2025 data and $126,474,970 in the October 2026 data, up 23%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,838,159 to $126,474,970 (+23%).
- Registered or notice-filed in IL, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortitude Private Wealth (CRD 290074): Form ADV filing data as of October 2026.