RIA Intel›Advisers›California›FORTITUDE WEALTH MANAGEMENT L.L.C.

FORTITUDE WEALTH MANAGEMENT L.L.C.

Advisory

SAN RAMON, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in CA

#3,354

of 5,480 advisers by AUM

Average account

$377K

across 146 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

68 clients

15 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

APPLE, DANIEL BRYCE

GRASS VALLEY, CA

$55M

MUHR, JEFFREY, LOUIS

$55M

HACKETHAL, GREGG, DESMOND

SANTA BARBARA, CA

$55M

STERLING WOOD FINANCIAL LLC

$55M

IRI INVESTMENT, LLC

$55M

NEWPORT BEACH, CA

$55M

Get the full picture on FORTITUDE WEALTH MANAGEMENT L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FORTITUDE WEALTH MANAGEMENT L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans