CRD: 297013
Fortitude Wealth Management L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 06-06-2018
- Office Locations
- 1
Office Locations
About Fortitude Wealth Management L.l.c.
Fortitude Wealth Management (Fortitude Wealth Planners) is a modern, holistic financial planning firm providing integrated advice, portfolio management, and planning (tax, estate, insurance, and business/college planning) for individuals and families, including entrepreneurs and retirees. Portfolios lean heavily on ETFs and public funds and are custodied at Schwab. Securities are offered through J.W. Cole Financial and advisory through J.W. Cole Advisors.
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Investment Themes
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Owner & Executives
MARK STEVEN DOSSA
Chief Compliance Officer, Owner
- CRD
- #3079503
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,085,344 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,085,344 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,085,344
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,365,143,086 | 30.9% |
| Public Funds | $1,500,220,210 | 19.6% |
| Cash | $3,788,821,447 | 49.5% |
| Total | $7,654,184,743 | 100.0% |