Fortified Wealth Strategies, INC.

Financial planning in Northglenn, CO

State registeredNo commissions reported

Call (720) 583-5056 Send a message Map ↗

Public-record details

Address: 10465 Melody Drive, Suite 202, Northglenn, CO 80234
Phone: (720) 583-5056
Listed under: Financial planning, Flat / fixed fees
Legal name: Michalski Financial Management INC
CRD number: 298569
Registration: State registered: CO
Compensation (Form ADV 5.E): Fixed fees; Other (Share of Management Fees W/ 3rd Party Advisors)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $46.5 million
Accounts managed: 29
Clients reported (Form ADV 5.D): 29
Individual / high-net-worth clients: 13 / 16
Employees: 2
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-23

State registered (CO) investment adviser, CRD 298569, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 298569 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.