FORTIFIED WEALTH STRATEGIES, INC.

FORTIFIED WEALTH STRATEGIES, INC. of NORTHGLENN, CO is an SEC-registered investment adviser (CRD 298569). Regulatory assets under management: $46.5M.

Registration

• CRD: 298569
• Type: Registered investment adviser
• Location: 10465 MELODY DRIVE, NORTHGLENN, CO, 80234
• Phone: 7205835056
• Latest filing: 2026-03-23
• Regulatory AUM: $46.5M
• Non-discretionary AUM: $46.5M
• Clients: 2
• Accounts: 29

Business model

Compensation: Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298569 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search