CRD: 297013
Fortitude Wealth Management L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 68 clients, or 68 clients per representative. That equates to $810.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MARK STEVEN DOSSA
Chief Compliance Officer, Owner
- CRD
- #3079503
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Fortitude Wealth Management L.l.c. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.