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SW

Sam T. Winter

FORTITUDE FAMILY OFFICE
SCOTTSDALE, AZ 85256
Some features on this profile are disabled
CRD#: 6807913
SW

Professional summary

Sam Tryhus Winter is a registered financial advisor currently at FORTITUDE FAMILY OFFICE located in Scottsdale, Arizona.

Sam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sam has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sam Tryhus Winter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 18, 2023 - Present

FORTITUDE FAMILY OFFICE

Office #1: 7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256
RIA
CRD#: 317615
SCOTTSDALE, AZ
Past

April 20, 2018 - October 20, 2021

CUDOS

RIA
CRD#: 292579
Scottsdale, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FORTITUDE FAMILY OFFICE
FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA
Registered Investment Advisory firm - (12/21/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2017
Uniform Investment Adviser Law Examination

Current Firm

FF
FORTITUDE FAMILY OFFICE
FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA
Registered Investment Advisory firm - (12/21/2021 Approved)
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Contact information

Main Address
7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256
Mailing Address
Phone number
(602) 834-0089
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTITUDE FAMILY OFFICE ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts781
AUM (Assets Under Management)$ 893,717,216

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
06/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTITUDE FAMILY OFFICE

CRD#: 317615Scottsdale, AZ 85256

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