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Fortitude Private Wealth Inc.

● SEC registered since 2025CRD 290074SEC# 801-132620Carmel, IN
Export (members)
Reg. AUM
$102.8M
Employees
2
Accounts
326
Location
Carmel, IN

Fortitude Private Wealth Inc. assets under management

Fortitude Private Wealth Inc. operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2025. It reports $102.8 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/joshzorgerView on SEC.gov ↗

Fortitude Private Wealth Inc. owners & executives

1 reported
NameTitleOwnershipSince
Joshua David Zorger ControlChief Compliance Officer/OwnerOver 75%2017

Frequently asked questions

How much does Fortitude Private Wealth Inc. manage?

Fortitude Private Wealth Inc. reports $102.8 million in regulatory assets under management on its Form ADV.

How many employees does Fortitude Private Wealth Inc. have?

Fortitude Private Wealth Inc. reports 2 employees.

Where is Fortitude Private Wealth Inc. located?

Fortitude Private Wealth Inc. is based in Carmel, IN and has been SEC-registered since 2025.

Does Fortitude Private Wealth Inc. disclose fund performance?

Fortitude Private Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1980 E 116th St, Suite 350, Carmel, IN 46032
Phone317-819-8550
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
CIK1903326
Discloses disciplinary historyNo

Assets under management

Discretionary$102.8M
Non-discretionary$0
Total (RAUM)$102.8M