FORTIFIED WEALTH

FORTIFIED WEALTH of ELKHART, IN is an SEC-registered investment adviser (CRD 332137). Regulatory assets under management: $16.6M.

Registration

• CRD: 332137
• Type: Registered investment adviser
• Location: 3110 WINDSOR COURT, ELKHART, IN, 46514
• Phone: (800) 737-5307
• Latest filing: 2026-06-04
• Regulatory AUM: $16.6M
• Discretionary AUM: $16.6M
• Clients: 1
• Accounts: 106

Business model

Compensation: % of AUM, Hourly, Fixed.

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 332137 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search