This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element capitalLegacy timber +more
- Established Date
- 01-25-2018
- Office Locations
- 3
Office Locations
About Fortem Financial Group, LLC
Fortem Financial is a boutique wealth management and financial planning firm based in Palm Desert, CA, serving individuals and business owners with personalized planning and portfolio management. Portfolios span ETFs, public funds and fixed income, with custody including Charles Schwab. The firm is affiliated with Focus Financial Partners and maintains a formal client-privacy program, limiting information sharing largely to auditing and aggregated reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN PAUL AMIDEI
Chief Executive Officer, Investment Advisor
- CRD
- #2965820
- Ownership
- Less than 5%
BRETT CARLTON D'ORLANDO
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #4834120
- Ownership
- Less than 5%
Delta zenith
Bridge crest north
- CRD
- #46009
- Ownership
- 6.1%
Showing 2 of 3 owners & executives
Unlock allContacts
NADYNE REBECCA ABUBO
Client Services Associate
- CRD
- #7984190
Cole Robert Pine
--
- CRD
- #7131145
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $626,678,547 | $612,589 |
| Non-Discretionary | $5,207,337 | $274,070 |
| Total | $631,885,884 | $606,416 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $631,885,884
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $482,342,493 | 10.9% |
| Public Funds | $473,492,172 | 10.7% |
| Municipal Bonds | $1,008,936,591 | 22.8% |
| Cash | $371,713,481 | 8.4% |
| Corporate - Investment Grade | $721,301,160 | 16.3% |
| Private Funds | $203,557,382 | 4.6% |
| U.S. Government/Agency | $827,505,011 | 18.7% |
| Other | $336,312,199 | 7.6% |
| Total | $4,425,160,489 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL FOUNDATION LEGACY | HORIZON FOUNDATION | ALX0XQDO4 | FWCJT | 8.04% | $104,288,911 |
| LEGACY PIONEER | PIONEER RIDGE | WXB03YI6D | NYH | 0.67% | $23,138,583 |
| QUANTUM OAK | TIMBER EAGLE | KPU636D0J | XMXI | 10.26% | $118,970,353 |
| EAGLE PRIME | BEACON CAPITAL | 6YVR7LHXL | PWFT | 5.25% | $21,764,508 |
| ALPHA OAK | CREST SUMMIT | NJCAJKQ08 | HFU | 10.46% | $103,035,377 |
| PRIME MERIDIAN UNISON | PEAK VERTEX | W4YVKWOR3 | WJGXM | 12.07% | $114,621,736 |
| OPTIMA CATALYST | ZENITH PEAK | 4VHTVCKW3 | LTUUS | 1.94% | $12,687,390 |
| RIDGE DELTA CATALYST | EAGLE MOMENTUM | 382QFV9MS | UWNB | 8.63% | $101,984,564 |