$112.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
270 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Eagle capital
- Established Date
- 12-05-2011
- Office Locations
- 1
Office Locations
-- Murfreesboro TN
About Fortitude Wealth Management
Fortitude Financial Planning (Fortitude Wealth Management) is a fee-only, CFP-led firm in Murfreesboro, Tennessee founded by Jason W. Qualls. The practice provides comprehensive planning for individuals and business owners, including budgeting, risk management, retirement, tax and estate planning, and ongoing investment management. Portfolios are implemented primarily with ETFs. Qualls also hosts “Financial Coaching Radio” on WGNS.
Team overview
44 AVG AGE
$112.5M AVG AUM / ADVISOR
$416.7K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Capital fusion
Client Personas
Pioneer alpha Ember
Custodian
Quantum Capital
Investment Themes
Beacon Timber ember
Investment Vehicles
Vector
Services
Optima delta North Unison element Value Signal atlas Capital matrix Peak
Technology
Pathway
Owner & Executives
J
JASON WALLACE QUALLS
Chief Executive Officer, Investment Advisor
- CRD
- #4525479
- Ownership
- 75% or more
(566) 559-5308
timber.north@northcapital.com
in linkedin.com/in/optima-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $112,500,000 | $173,344 |
| Total | $112,500,000 | $173,344 |
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Separately Managed Accounts
Total SMA Asset: $112,500,000
Equity - Exchange:
51.9% Cash:
48.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $567,031,752 | 51.9% |
| Cash | $525,514,976 | 48.1% |
| Total | $1,092,546,728 | 100.0% |