RIA Intel›Advisers›Indiana›FORTIFIED WEALTH ADVISORS. LLC

FORTIFIED WEALTH ADVISORS. LLC

Advisory

ELKHART, IN

Data as of Jun 4, 2026 · Source: SEC Form ADV

Average account

$157K

across 106 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, MI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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CAMARGO ADVISERS, LLC

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$15M

VITALITY WEALTH PLANNING LLC

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