SourcingSourcing

FORTIFY WEALTH, INC.

B55
CRD 297433·SEC 801-121460·ST. LOUIS, MO
AUM
$115.0M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$345K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTIFY WEALTH, INC.
CRD
297433
SEC file #
801-121460
EIN
—
DBA names
—

Economics

AUM
$115.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$134.4M → $115.0M▼ -14%
Client mix
Individuals Other47
Individuals High Net Worth32

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
fortifywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKINLEY, JOHN, MITCHELL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCKINLEY, JOHN, MITCHELL
MCKINLEY, DON, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORTIFYWEALTH.COM
Rdap Domain Creation Date
2017-05-23T16:46:42Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-23T16:46:42Z
Rdap Domain Last Changed
2026-05-09T00:38:35Z
Rdap Nameservers
Raphaela.ns.cloudflare.comWeston.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
4857813
Trust Company Affiliate
No

People (3)

3
MCKINLEY, JOHN, MITCHELL
IAR · Direct Owner · 62.5%
4857813
MCKINLEY, DON, EDWARD
IAR · Direct Owner · 37.5%
328939
ZACHARY STEVEN WAGGANER
IAR
6202799