FORTRESS WEALTH PLANNING, LLC
Doing business as FORTRESS WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$793,885,727
Discretionary
$784,413,907
Non-discretionary
$9,471,820
Firm details
- CRD number
- 307618
- SEC file number
- 801-120349
- Main office
- JACKSONVILLE BEACH, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.