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| Keyboard |
| Fortress Wealth Management Inc
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|---|---|
| CRD # | 110279 |
| SEC # | 801-113280 |
| CIK # | 0001862067, 0001908099 |
| AUM | 269.3 M (2025-12-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-899-0606 |
| Address | 9696 Culver Blvd Suite 301 Culver City, CA 90232 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.5 | ||
| Apple Inc | 4.2 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Amazon Com Inc | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Caterpillar Inc | 2.3 | ||
| Palantir Technologies Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 38.1 |
| (b) Individuals (high net worth individuals) | 150 | 228.3 |
| (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 | 5 | 2.4 |
| (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 | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 269.3 |
| By Discretionary | ||
| Discretionary | 672 | 268.6 |
| Non-Discretionary | 16 | 0.7 |
| Total | 688 | 269.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.3 | |
| Total | 688 | 269.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862067] | |
| 13F-HR | [0001908099] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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Stonebridge Capital Management Inc
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