Fortify Wealth, Inc.
● SEC registered since 2021CRD 297433SEC# 801-121460St. Louis, MO
Reg. AUM
$115M
Employees
3
Accounts
227
Location
St. Louis, MO
Fortify Wealth, Inc. assets under management
Fortify Wealth, Inc. is an investment advisory firm registered with the SEC based in St. Louis, MO. The firm has been registered since 2021. It reports $115 million in regulatory assets under management and employs 3 people.
Fortify Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Don Edward McKinley Control | Ceo | 25-50% | 1984 |
| John Mitchell McKinley Control | President / Chief Compliance Officer | 50-75% | 2003 |
Frequently asked questions
How much does Fortify Wealth, Inc. manage?
Fortify Wealth, Inc. reports $115 million in regulatory assets under management on its Form ADV.
How many employees does Fortify Wealth, Inc. have?
Fortify Wealth, Inc. reports 3 employees.
Where is Fortify Wealth, Inc. located?
Fortify Wealth, Inc. is based in St. Louis, MO and has been SEC-registered since 2021.
Does Fortify Wealth, Inc. disclose fund performance?
Fortify Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 106 W. Madison Avenue, Suite 240, St. Louis, MO 63122 |
| Phone | 314-726-0055 |
| Fax | 314-726-0055 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$115Mregulatory AUM
Discretionary $115M