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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Foundation summitFusion bridge
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About Fortitude Financial LLC
Fortitude Financial is a Spokane, WA wealth management and financial planning practice serving individuals and business owners with personalized guidance for protecting wealth, college funding, retirement readiness, and wealth transfer. The team, led by founder/CEO Jeremy F. Lewis and partners, supports ongoing portfolio construction and asset allocation using vehicles such as mutual funds and ETFs, with custody relationships including Schwab and LPL.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
JEREMY FRANK LEWIS
PRINCIPAL, Wealth Advisor
- CRD
- #4465352
- Ownership
- 50% but less than 75%
BENJAMIN KOHLS CHASE
Financial Advisor, General Partner, PARTNER, Wealth Advisor
- CRD
- #6145202
- Ownership
- 10% but less than 25%
Meridian north
Element legacy eagle
- CRD
- #87806
- Ownership
- 32.6%
Showing 2 of 4 owners & executives
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MATTHEW F GREVE
Analyst
- CRD
- #7071224
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,123,836 | $176,475 |
| Non-Discretionary | $9,378,892 | $32,341 |
| Total | $281,502,728 | $153,659 |
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Separately Managed Accounts
Total SMA Asset: $281,502,728
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,328,910,737 | 25.1% |
| Other | $1,609,517,387 | 30.4% |
| Equity - Exchange | $1,508,922,550 | 28.5% |
| Cash | $847,114,414 | 16.0% |
| Total | $5,294,465,088 | 100.0% |