Family Office
    SEC Registered
    Manages Private Funds

    Fortitude Family Office

    Registered investment advisor · Scottsdale, Arizona · CRD #317615

    Assets Under Management
    $1B
    Client Accounts
    848
    Employees
    28
    CRD Number
    317615
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fortitude Family Office

    Fortitude Family Office is a multi-family investment advisory firm founded in 2021, offering comprehensive wealth management, tax services, and business operations. They focus on simplifying clients' lives and maximizing their time through holistic, independent advice. The firm employs 11-50 professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Fortitude Family Office

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    Frequently Asked Questions

    What is Fortitude Family Office's AUM?

    Fortitude Family Office reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fortitude Family Office headquartered?

    Fortitude Family Office is headquartered in Scottsdale, Arizona.

    What is Fortitude Family Office's CRD number?

    Fortitude Family Office's CRD number is 317615. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fortitude Family Office manage?

    Fortitude Family Office manages approximately 848 client accounts according to its latest SEC filing.

    Is Fortitude Family Office SEC registered?

    Yes, Fortitude Family Office is registered with the SEC as an investment adviser with an approved registration status.

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