FWG HOLDINGS, LLC
Doing business as FORTRESS WEALTH GROUP. SEC Form ADV profile.
Total regulatory AUM
$439,123,334
Discretionary
$439,123,334
Non-discretionary
$0
Firm details
- CRD number
- 308968
- SEC file number
- 801-118769
- Main office
- WINTER PARK, FL, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.