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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element
- Established Date
- 07-16-2018
- Office Locations
- 1
Office Locations
About Fortify Wealth, Inc.
Fortify Wealth, Inc. is a St. Louis–based RIA providing tailored, values-aligned financial planning and ongoing asset management for individuals and families, including entrepreneurs. The firm supports integrated planning needs such as tax, estate, insurance, retirement, and business succession, and builds diversified portfolios using public funds and ETFs with fixed income exposure. Custody is held at Charles Schwab.
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Owner & Executives
JOHN MITCHELL MCKINLEY
Chief Compliance Officer, President
- CRD
- #4857813
- Ownership
- 50% but less than 75%
DON EDWARD MCKINLEY
Chief Executive Officer
- CRD
- #328939
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ZACHARY STEVEN WAGGANER
Advisor
- CRD
- #6202799
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,968,994 | $506,471 |
| Non-Discretionary | $0 | -- |
| Total | $114,968,994 | $506,471 |
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Separately Managed Accounts
Total SMA Asset: $114,968,994
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $919,291,561 | 11.6% |
| Municipal Bonds | $1,418,561,978 | 17.9% |
| Corporate - Investment Grade | $1,537,435,887 | 19.4% |
| Cash | $2,218,979,631 | 28.0% |
| Equity - Exchange | $1,830,658,195 | 23.1% |
| Total | $7,924,927,252 | 100.0% |