SourcingSourcing

FORTITUDE ADVISORY GROUP L.L.C.

C21
CRD 116083·SEC 801-60827·GIG HARBOR, WA
AUM
$467.5M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTITUDE ADVISORY GROUP L.L.C.
CRD
116083
SEC file #
801-60827
EIN
000000000
DBA names
—

Economics

AUM
$467.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$143.0M → $467.5M▲ +227%
Client mix
Individuals Other622

Operations

Employees (total)
15
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
10 advisors → 15 advisors▲ +50%
Primary office
GIG HARBOR WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
wealth-innovations.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOUND WEALTH PARTNERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SOUND WEALTH PARTNERS
FINNIGAN, RYAN, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTH-INNOVATIONS.COM
Rdap Domain Creation Date
2009-08-23T20:36:24Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
9,686
Form 5500 Compensation Trajectory 3y
20269,686
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
9,686
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001928999
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-05-20
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001928999-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab6
Raymond James4
E*trade4
Fidelity2
Edgar Addresses
Mailing
7195 WAGNER WAY NW, STE 104GIG HARBOR, WA 98335
Business
7195 WAGNER WAY NW, STE 104GIG HARBOR, WA 98335
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-28 · 0001928999-26-000003
13F-HR2026-02-13 · 0001928999-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-23T20:36:24Z
Rdap Domain Last Changed
2025-08-24T16:38:09Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (15)

15
FINNIGAN, RYAN, CHRISTOPHER
IAR · Executive Officer · 2.5%
6131356
JOHNSEN, CRAIG, DOUGLAS
IAR · Executive Officer · 2.5%
2103838
SCOTT EVERETT MILLS
IAR
4664752
RONALD JOSEPH WEINTRAUB
IAR
702646
MATTHEW DAVID SANES
IAR
5999673
MARTIN DAVID SALTZMAN
IAR
1131052
Stacy Ethyl Shields
IAR
7112924
JACINTA Therese EARL
IAR
5983723
MAIA DEVON THOMAS
IAR
2017456
Steven Theodore Farr
IAR
2572295
ANDREW LUCAS FINNIGAN
IAR
4852413
RAMIREZ, RUBEN, RENE
IAR
2858155
CHRISTOPHER VERNON KIMBALL
IAR
2401764
GREGORY VINCENT MALLIA
IAR
6257387
LOUIS GENE SCATIGNA
IAR
1218270