FORTIFY WEALTH, INC.

FORTIFY WEALTH, INC. of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 297433). Regulatory assets under management: $115.0M.

Registration

• CRD: 297433
• SEC file number: 801-121460
• Type: Registered investment adviser
• Location: 106 W. MADISON AVENUE, SUITE 240, ST. LOUIS, MO, 63122
• Phone: 314-726-0055
• Latest filing: 2026-07-03
• Regulatory AUM: $115.0M
• Discretionary AUM: $115.0M
• Clients: 3
• Accounts: 227

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297433 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search