Investment adviser · CRD 159192
FORTITUDE WEALTH MANAGEMENT
Investment adviser filing (IA)
JASON W. QUALLS
MURFREESBORO, TN, United States · Form ADV filed Jul 14, 2026
- Regulatory AUM
- $113M Form ADV · Item 5.F
- Client accounts
- 649 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 134 | $112,500,000 | 100.0% |
Filing source
Form ADV 2119563 · Jul 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
201 EAST MAIN STREET, SUITE 420MURFREESBORO, TN, 37130-3783, United States
CRD 159192
Filing source
Form ADV 2119563 · Jul 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.