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FORTRESS WEALTH GROUP
FWG HOLDINGS, LLC
CRD 308968 · SEC 801-118769
1099 W MORSE BLVD, WINTER PARK, FL, 32789, United States
Phone
407-999-8998
Fax
407-601-3308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$439.1M
Discretionary AUM
$439.1M
Team
14 total employees; 5 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $76.9M |
| High net worth individuals | 107 | $354.0M |
| Corporations/business entities | 13 | $7.0M |
States served
GA, NE, NC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD