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| Fortress Planning Group LLC
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|
|---|---|
| CRD # | 157900 |
| SEC # | 801-127572 |
| CIK # | |
| AUM | $345.3 M (2026-03-02) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 262-264-5838 |
| Address | N17W24222 Riverwood Dr Pewaukee, WI 53188 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 73.6 |
| (b) Individuals (high net worth individuals) | 68 | 271.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 902 | 345.3 |
| By Discretionary | ||
| Discretionary | 902 | 345.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 902 | 345.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.3 | |
| Total | 902 | 345.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roger Wittlin Investment Advisory LLC
✚
|
0.3 | |
|
Leconte Wealth Management LLC
✚
|
TN | 0.3 |
|
Citrine Capital LLC
✚
|
CA | 0.3 |
|
Custos Family Office LLC
✚
|
0.3 | |
|
Long Road Investment Counsel LLC
✚
|
MI | 0.3 |
|
GBM Wealth Management Inc
✚
|
TX | 0.3 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.3 |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 0.3 |
|
Prospera Capital Management LLC
✚
|
0.3 | |
|
Coordinated Financial Planning Corp
✚
|
OH | 0.3 |