Fortitude Private Wealth Inc.
● SEC registered since 2025CRD 290074SEC# 801-132620Carmel, IN
Reg. AUM
$126.5M
Employees
2
Accounts
322
Location
Carmel, IN
Fortitude Private Wealth Inc. assets under management
Fortitude Private Wealth Inc. operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2025. It reports $126.5 million in regulatory assets under management and employs 2 people.
Fortitude Private Wealth Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua David Zorger Control | Chief Compliance Officer/Owner | Over 75% | 2017 |
Frequently asked questions
How much does Fortitude Private Wealth Inc. manage?
Fortitude Private Wealth Inc. reports $126.5 million in regulatory assets under management on its Form ADV.
How many employees does Fortitude Private Wealth Inc. have?
Fortitude Private Wealth Inc. reports 2 employees.
Where is Fortitude Private Wealth Inc. located?
Fortitude Private Wealth Inc. is based in Carmel, IN and has been SEC-registered since 2025.
Does Fortitude Private Wealth Inc. disclose fund performance?
Fortitude Private Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1980 E 116th St, Suite 350, Carmel, IN 46032 |
| Phone | 317-819-8550 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1903326 |
| Discloses disciplinary history | No |
Regulatory AUM
$126.5M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$126.5Mregulatory AUM
Discretionary $126.5M