Fortitude Wealth Management LLC

Fortitude Wealth Management LLC (CRD# 297013) is a financial advisory firm headquartered in San Ramon, CA. They manage $43,925,543 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2010 Crow Canyon Place, Ste 100, San Ramon, CA 94583
https://www.linkedin.com/in/markdossa
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $302,935
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fortitude Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Dossa, financial advisor San Ramon CA
Mark S. Dossa
CRD#: 3079503
2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583

Mark Dossa (CRD# 3079503) is an Investment Advisor Representative working at Fortitude Wealth Management LLC in San Ramon, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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