# Fortitude Wealth Management L.L.C.

> Fortitude Wealth Management L.L.C. is a state-registered investment advisory firm in San Ramon, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 297013
- Filed as: FORTITUDE WEALTH MANAGEMENT L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297013
- AdvisorCensus page: https://advisorcensus.com/firm/fortitude-wealth-management-l-l-c-san-ramon-ca-297013

## Quick answers

**How is Fortitude Wealth Management L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Fortitude Wealth Management L.L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortitude Wealth Management L.L.C. located?**
Fortitude Wealth Management L.L.C.'s principal office is in San Ramon, CA, according to its Form ADV.

**Is Fortitude Wealth Management L.L.C. registered with the SEC or a state?**
Fortitude Wealth Management L.L.C. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297013.

**How much does Fortitude Wealth Management L.L.C. manage?**
Fortitude Wealth Management L.L.C. reports $55,085,344 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Fortitude Wealth Management L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Fortitude Wealth Management L.L.C. 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/297013

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,085,344
- Discretionary: $55,085,344
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $18,628,948 |
| High net worth individuals | 15 | $31,135,457 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,320,939 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @markdossa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortitude Wealth Management L.L.C. (CRD 297013): Form ADV filing data as of October 2026.