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FORTITUDE ADVISORY GROUP L.L.C.

SEC Registered
GIG HARBOR, WAhttps://wealth-innovations.com253-470-4977
Assets Under Management
$100M–$500M
Employees
15
Office Locations
9 offices
Total Accounts
1354

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)622$466M

3 total clients reported on Form ADV.

Leadership

Sound Wealth Partners
OWNER
Ryan Christopher Finnigan
OWNER
Kcsl Ventures Llc
OWNER
Dkj Ventures Llc
OWNER
Craig Douglas Johnsen
OWNER

Office locations

9 offices in 7 states
WA
GIG HARBORHQ
MO
WARRENSBURG
NY
NEW YORK
FL
PLANTATION
NJ
TOMS RIVER
OR
PORTLAND
FL
FORT LAUDERDALE
VT
CRAFTSBURY

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#116083
SEC Number
801-60827
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Minimum: $25,000 (waivable)

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORTITUDE ADVISORY GROUP L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

FORTITUDE ADVISORY GROUP L.L.C. in GIG HARBOR, WA - Financial Advisory Firm | AdvisorFinder