|
⚲
|
| Keyboard |
| Fortress Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 307618 |
| SEC # | 801-120349 |
| CIK # | |
| AUM | 793.9 M (2026-03-12) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 904-301-4545 |
| Address | 814 Highway A1A N, Ste 202 Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 36.1 |
| (b) Individuals (high net worth individuals) | 80 | 757.8 |
| (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 | 713 | 793.9 |
| By Discretionary | ||
| Discretionary | 681 | 784.4 |
| Non-Discretionary | 32 | 9.5 |
| Total | 713 | 793.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 793.9 | |
| Total | 713 | 793.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 796.0 M |
|
Brady Martz Wealth Solutions LLC
✚
|
ND | 795.3 M |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 794.4 M |
|
BHK Investment Advisors LLC
✚
|
AL | 794.1 M |
|
Clayton Financial Group LLC
✚
|
MO | 793.8 M |
|
Wealth Management Partners LLC
✚
|
AZ | 793.5 M |
|
Ackerman Asset Management LLC
✚
|
793.5 M | |
|
Centric Wealth Management LLC
✚
|
IL | 792.9 M |
|
XP Advisory US Inc
✚
|
FL | 792.3 M |
|
The Wealth Collaborative Inc
✚
|
CA | 791.6 M |