$126.5M Total AUM
$126.5M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
1980 E 116th ST Suite 350 Carmel IN
About Fortitude Private Wealth
Fortitude Private Wealth is an independent, fee-only RIA in Carmel, IN led by CFP(R) Josh Zorger. The firm provides comprehensive, personalized financial planning and investment management under a fiduciary, no-commission model. Portfolios are built around each client’s investment objective, risk/volatility target, and time horizon, with proactive trading and rebalancing triggered by market price moves.
Team overview
44 AVG AGE
$126.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
8.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Signal Glacier Ridge Fusion
Client Personas
Vital Peak
Investment Themes
Beacon pioneer Meridian zenith
Investment Vehicles
Oak
Platform
Quantum insight Bridge
Services
Glacier optima Atlas Zenith Glacier unison Summit Ridge signal Alpha vital Value wave
Technology
Vertex alpha
Owner & Executives
JOSHUA DAVID ZORGER
Chief Compliance Officer, Owner, President
- CRD
- #4756974
- Ownership
- 75% or more
(880) 828-5569
ember.element@summitcapital.com
in linkedin.com/in/alpha-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,474,970 | $392,779 |
| Non-Discretionary | $0 | -- |
| Total | $126,474,970 | $392,779 |
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Separately Managed Accounts
Total SMA Asset: $126,474,970
Public Funds:
71.4% Equity - Exchange:
28.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,784,663,324 | 71.4% |
| Equity - Exchange | $1,515,985,589 | 28.6% |
| Total | $5,300,648,913 | 100.0% |