FORTIFY WEALTH, INC.
Adviser information for FORTIFY WEALTH, INC. last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 230 | $122.5M |
| Non-Discretionary | 0 | $0 |
| Total | 230 | $122.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 41 | $21.2M |
| HNW Individuals | 26 | $93.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121460 |
|---|---|
| SEC ERA File Number | 801-121460 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297433 |
| Legal Entity Identifier | None |
Principal Office
106 W. MADISON AVENUESUITE 240
ST. LOUIS
MO
United States
Monday - Friday, BY APPOINTMENT
Tel: 314-726-0055, Fax: 314-726-2641
Chief Compliance Officer
JOHN MCKINLEY
PRESIDENT
106 W. MADISON AVENUE
SUITE 240
ST. LOUIS
MO
United States
Tel:
314-726-0055
Fax:
314-726-2641
J***@****************M
(Full email address available in API data)
Regulatory Contact
MARK DONALDSON, CFA
COMPLIANCE CONSULTANT
PO BOX 7269
KANSAS CITY
MO
United States
Tel:
913-707-7366
M*********@**********************M
(Full email address available in API data)
Industry Affiliates
| MCKINLEY FINANCIAL RESOURCES, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKINLEY, JOHN, MITCHELL | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 04/2003 | 50-75% |
| MCKINLEY, DON, EDWARD | Individual | – | CEO | 01/1984 | 25-50% |