FORTIPHI FINANCIAL, LLC

SEC file number 801-70213 · SEATTLE, WA

https://fortiphi.co ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$65.8M

Discretionary AUM

$19.6M

Employees

—

Clients

—

Firm

Address: 425 PONTIUS AVE. N.
SEATTLE, WA 98109
Phone: —
Website: https://fortiphi.co
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

Possible Form D name matches (not verified)

Forward Financial Holdings Inc. Medium name-match confidence · CIK 2051252 · TX
M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
Formulary Financial, Inc. Medium name-match confidence · CIK 2063877 · CT
F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
Worthy Financial, Inc Medium name-match confidence · CIK 1745249 · FL
BNH Financial Medium name-match confidence · CIK 1886472 · NH
ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · KS
Jet Financial Corp. Medium name-match confidence · CIK 1905510 · TX
LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · MI

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$4.2M
IMA Financial Group, Inc. · D · Jan 30, 2026

$1.2M
IMA Financial Group, Inc. · D · Jan 29, 2026

$86.9M
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
Jet Financial Corp. · D/A · Jan 14, 2026

$5M
ENB Financial Corp · D · Dec 22, 2025

$42.5M
LIT Financial Corporation, Inc. · D · Nov 10, 2025

$10M
LIT Financial Corporation, Inc. · D · Nov 3, 2025

$4M
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$60M
Formulary Financial, Inc. · D/A · Apr 30, 2025

$4.7M
Formulary Financial, Inc. · D · Apr 4, 2025

$3.8M
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025

$6.8M
W FINANCIAL FUND, LP · D/A · Jan 29, 2025
Jet Financial Corp. · D/A · Jan 17, 2025

$5M
Forward Financial Holdings Inc. · D · Jan 10, 2025

$325K