$112.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
270 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Eagle capital
- Established Date
- 12-05-2011
- Office Locations
- 1
Office Locations
120 East Main Suite 300 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
Upgrade to reveal position-level detail across momentum legacy.
Premium access reveals conviction themes in wave harbor signal.
Upgrade to reveal position-level detail across timber radial.
Premium access reveals conviction themes in vertex wave element.
Upgrade to reveal position-level detail across insight peak.
Open the full profile to inspect shifts in fusion legacy.
Full visibility includes strategy notes for summit bridge.
Full visibility includes strategy notes for timber north.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |