Fortress Wealth Management Inc

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Assets, Funds, Holdings

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Fortress Wealth Management Inc
CRD #110279
SEC #801-113280
CIK #0001862067, 0001908099
AUM $243.4 MM (2024-06-07)
Employees 5 (80% Investors, 0% Brokers)
Phone310-899-0606
Address9696 Culver Blvd Suite 301
Culver City, CA 90232
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 7.4
AAPL 2,382,844.0 4.5
MSFT 1,918,222.4 4.0
AMZN 1,092,997.8 2.6
JPM 340,169.2 2.3
LLY 301,789.7 2.1
BA 82,059.9 1.4
META 434,852.0 1.4
GOOG 1,482,566.4 1.3
JNJ 465,600.2 1.3
View All
Holdings by Sector ($MM)
200160120804002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 77 84.2
(b) Individuals (high net worth individuals) 188 156.5
(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 4 2.2
(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 1 0.5
(n) Other 0 0.0
Total 659 243.4
By Discretionary
Discretionary 642 242.8
Non-Discretionary 17 0.6
Total 659 243.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 243.4
Total 659 243.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001862067]
13F-HR [0001908099]
Comparable Firms State AUM ($BB)
United Financial Planning Group LLC
NY 0.2
Martha's Vineyard Investment Advisors LLC
MA 0.2
Blackhawk Capital Partners LLC
WI 0.2
Dynamic Market Advantage LLC
KY 0.2
MFO Investments LLC
MI 0.2
S R Schill & Associates Inc
WA 0.2
Prosperity Wealth Management Inc
CA 0.2
Stonecrest Wealth Management Inc
AZ 0.2
American Financial & Tax Strategies Inc
NY 0.2
Michels Family Financial LLC
TX 0.2
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