AdvisorCensus / Financial advisors / Tennessee / Nashville / Fortitude Wealth Management
Fortitude Wealth Management
Filed as FORTITUDE WEALTH MANAGEMENT · Legal name Jason W. Qualls
Fortitude Wealth Management is an SEC-registered investment advisory firm in Murfreesboro, TN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.
Quick answers
From the filingHow is Fortitude Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Fortitude Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Fortitude Wealth Management located?
Fortitude Wealth Management's principal office is in Murfreesboro, TN, according to its Form ADV.
Is Fortitude Wealth Management registered with the SEC or a state?
Fortitude Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 159192.
How much does Fortitude Wealth Management manage?
Fortitude Wealth Management reports $112,500,000 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (0% discretionary).
What types of clients does Fortitude Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134).
Does Fortitude Wealth Management 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/159192
What changed in Fortitude Wealth Management's recent Form ADV filings?
In the January 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$112,500,000 as of October 2026, filing dated July 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Jason W. Qualls
- Also doing business as
- FORTITUDE FINANCIAL PLANNING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fortitude Wealth Management (CRD 159192): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fortitude-wealth-management-murfreesboro-tn-159192