# Fortify Wealth

Fortify Wealth is a RIA based in Saint Louis.

## Overview

- **Organization type:** RIA
- **Headquarters:** Saint Louis
- **Assets under management:** Undisclosed
- **Website:** https://fortifywealth.com
- **LinkedIn:** https://www.linkedin.com/company/fortifywealth

## Regulatory record

- **CRD number:** 297433
- **SEC file number:** 801-121460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297433

## About

Fortify Wealth offers tailored financial planning that aligns clients' wealth with their most important goals and deeply held values, freeing them to focus on things more important than money. Their focus is planning for a life well lived.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## People

- Chassity M. Freels

## Questions

### How does Fortify Wealth deploy capital?

The office runs a hybrid model combining direct investments with fund allocations. Direct activity concentrates in income-producing real estate and private credit, where control and illiquidity premiums are highest. External fund commitments target hedge fund strategies and opportunistic vehicles that complement the direct portfolio without overlapping mandate risk.

## Related profiles

- [Fairlead Asset Management](https://altss.com/profile/fairlead-asset-management-llc)
- [REDHAWK ADVISORY](https://altss.com/profile/redhawk-advisory)

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Last updated: 2026-08-11T15:06:49.768Z

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