FORTITUDE WEALTH MANAGEMENT L.L.C.

Overview

Fortitude Wealth Management L.L.C. is an independent registered investment adviser that manages a compact, discretionary book of business focused on individuals, families and a small slate of institutional clients. The firm operates under a fee model tied to assets under management and concentrates its portfolio activity on equity-driven strategies delivered through separate accounts and pooled vehicles. Advisory services emphasize financial planning and portfolio management for individuals and small businesses; the firm does not identify itself as an active ESG investor and does not act as a capital allocator to outside managers. Investment behavior shows a clear tilt toward publicly traded equities, with the majority of client assets held in exchange-traded instruments. Fixed income exposure is present through corporate debt holdings, and the firm uses mutual funds alongside direct equity exposures to build diversified client portfolios. Custody is centralized at Charles Schwab & Co., Inc., supporting the firm’s use of separately managed account structures and model-driven equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices