FORTIFY WEALTH, INC.

106 W. Madison Avenue
Suite 240
St. Louis, Missouri 63122
Tel: 314-726-0055

About FORTIFY WEALTH, INC.

FORTIFY WEALTH, INC, formally registered with the SEC as FORTIFY WEALTH, INC. The firm was established in 07/12/2021. They have over 1 offices throughout the country.

FORTIFY WEALTH, INC. is a St. Louis, Missouri based Financial Planning firm with nearly $107,084,579 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297433
SEC#	801-121460
Assets Managed by Firm	$107,084,579
No. of Clients	239
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	239	$107,084,579
Individuals (other than high net worth individuals)	50	$16,425,250
High net worth individuals	29	$90,659,329

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