$46.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
5 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-23-2020
- Office Locations
- 1
Office Locations
10465 Melody Drive Suite 202 Northglenn CO
About Fortified Wealth Strategies, Inc.
Fortified Wealth Strategies, Inc. is a Colorado-based investment advisory firm providing comprehensive planning and investment management for individuals, families, and organizations, focused on achieving long-term goals while minimizing risk. Portfolios emphasize asset allocation and tax planning, with SMA exposure skewed to ETFs and municipal bonds, and the firm custodians on SEI.
Team overview
51 AVG AGE
$23.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOSEPH PETER MICHALSKI
Chief Compliance Officer, President
- CRD
- #3132872
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $46,500,000 | -- |
| Total | $46,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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