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FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING, LLC

CRD 307618 · SEC 801-120349

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814 HIGHWAY A1A N, STE 202, PONTE VEDRA BEACH, FL, 32082, United States

Phone

904-301-4545

Fax

904-373-9644

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$793.9M

Discretionary AUM

$784.4M

Team

6 total employees; 5 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals81$36.1M
High net worth individuals80$757.8M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD