FORTITUDE PRIVATE WEALTH

FORTITUDE PRIVATE WEALTH of CARMEL, IN is an SEC-registered investment adviser (CRD 290074). Regulatory assets under management: $126.5M.

Registration

• CRD: 290074
• SEC file number: 801-132620
• Type: Registered investment adviser
• Location: 1980 E 116TH ST, CARMEL, IN, 46032
• Phone: 317-819-8550
• Latest filing: 2026-03-31
• Regulatory AUM: $126.5M
• Discretionary AUM: $126.5M
• Clients: 2
• Accounts: 322

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290074 on SEC IAPD (source of record)
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