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| Happy Holidays!! thanks for using AUM13F!! |
| Fortress Wealth Planning LLC
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| CRD # | 307618 |
| SEC # | 801-120349 |
| CIK # | |
| AUM | $615.7 M (2025-03-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 904-301-4545 |
| Address | 814 Highway A1A N, Ste 202 Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 23.8 |
| (b) Individuals (high net worth individuals) | 71 | 591.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 617 | 615.7 |
| By Discretionary | ||
| Discretionary | 585 | 605.2 |
| Non-Discretionary | 32 | 10.5 |
| Total | 617 | 615.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.7 | |
| Total | 617 | 615.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Saxon Interests Inc
✚
|
TX | 0.6 |
|
Hughes Financial Services LLC
✚
|
VA | 0.6 |
|
Oak Grove Capital LLC
✚
|
0.6 | |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
ABS Legacy Partners LLC
✚
|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
✚
|
0.6 | |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.6 |
|
WMG Financial Advisors LLC
✚
|
TN | 0.6 |