FORTRESS WEALTH MANAGEMENT, INC.
CRD #110279 SEC #801-113280 CULVER CITY, CA 310-899-0606
SEC Registered
Total AUM
$269.3M
Discretionary
$268.6M
Employees
4
Clients
11
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $269.3M | $268.6M | $675.8K | 4 | 0 |
| Mar 2025 | $269.3M | $268.6M | $675.8K | 5 | 0 |
| Oct 2024 | $243.4M | $242.8M | $557.9K | 5 | 0 |
| Jun 2024 | $243.4M | $242.8M | $557.9K | 5 | 0 |
| Apr 2024 | $243.4M | $242.8M | $557.9K | 6 | 0 |
| Mar 2024 | $243.4M | $242.8M | $557.9K | 5 | 0 |
| Mar 2024 | $243.4M | $242.8M | $557.9K | 5 | 0 |
| May 2023 | $221.1M | $220.6M | $564.5K | 5 | 0 |
| Mar 2023 | $221.1M | $220.6M | $564.5K | 8 | 0 |
| Aug 2022 | $292.3M | $291.1M | $1.2M | 8 | 0 |
| May 2022 | $292.3M | $291.1M | $1.2M | 8 | 0 |
| May 2022 | $292.3M | $291.1M | $1.2M | 8 | 0 |
| Apr 2022 | $292.3M | $291.1M | $1.2M | 8 | 0 |
| Mar 2022 | $292.3M | $291.1M | $1.2M | 9 | 0 |
| Feb 2022 | $292.3M | $291.1M | $1.2M | 9 | 0 |
| Feb 2022 | $292.3M | $291.1M | $1.2M | 9 | 0 |
| Aug 2021 | $218.8M | $218.2M | $573.3K | 7 | 2 |
| Mar 2021 | $218.8M | $218.2M | $573.3K | 6 | 2 |
| Mar 2021 | $218.8M | $218.2M | $573.3K | 6 | 2 |
| May 2020 | $158.3M | $157.3M | $1M | 6 | 0 |
| Mar 2020 | $158.3M | $157.3M | $1M | 5 | 0 |
| Nov 2019 | $146M | $146M | $0 | 5 | 0 |
| May 2019 | $146M | $146M | $0 | 6 | 0 |
| Mar 2019 | $132.9M | $132.4M | $458.2K | 7 | 0 |
| Mar 2019 | $132.9M | $132.4M | $458.2K | 6 | 0 |
| Dec 2018 | $115.4M | $114.6M | $787.2K | 5 | 0 |
| Dec 2018 | $115.4M | $114.6M | $787.2K | 6 | 0 |
| May 2018 | $115.4M | $114.6M | $787.2K | 6 | 0 |
| Apr 2018 | $115.4M | $114.6M | $787.2K | 6 | 0 |
| Apr 2018 | $115.4M | $114.6M | $787.2K | 6 | 0 |
| May 2012 | $45.4M | $38.9M | $6.5M | 1 | 26 |
| Mar 2012 | $45.4M | $38.9M | $6.5M | 1 | 26 |
| Jan 2012 | $43.7M | $33.4M | $10.2M | 1 | 26 |
| Dec 2011 | $43.7M | $33.4M | $10.2M | 1 | 26 |
| Nov 2011 | $44M | $34.4M | $9.6M | 1 | 26 |
| Feb 2011 | $47.4M | $41.1M | $6.3M | 5 | -- |
| Mar 2009 | $36.3M | $29.7M | $6.6M | 5 | -- |
| Mar 2008 | $42.5M | $36.7M | $5.9M | 5 | -- |
| Apr 2007 | $56.9M | $42.9M | $14M | 5 | -- |
| Sep 2005 | $41.7M | $35.7M | $6M | 5 | -- |
| Jun 2004 | $50.4M | $33.1M | $17.3M | 5 | -- |
| Jul 2001 | $31.7M | $24.2M | $7.4M | 5 | -- |
DateDec 2025
Total AUM$269.3M
Discretionary$268.6M
Non-Disc.$675.8K
Employees4
Clients0
DateMar 2025
Total AUM$269.3M
Discretionary$268.6M
Non-Disc.$675.8K
Employees5
Clients0
DateOct 2024
Total AUM$243.4M
Discretionary$242.8M
Non-Disc.$557.9K
Employees5
Clients0
DateJun 2024
Total AUM$243.4M
Discretionary$242.8M
Non-Disc.$557.9K
Employees5
Clients0
DateApr 2024
Total AUM$243.4M
Discretionary$242.8M
Non-Disc.$557.9K
Employees6
Clients0
DateMar 2024
Total AUM$243.4M
Discretionary$242.8M
Non-Disc.$557.9K
Employees5
Clients0
DateMar 2024
Total AUM$243.4M
Discretionary$242.8M
Non-Disc.$557.9K
Employees5
Clients0
DateMay 2023
Total AUM$221.1M
Discretionary$220.6M
Non-Disc.$564.5K
Employees5
Clients0
DateMar 2023
Total AUM$221.1M
Discretionary$220.6M
Non-Disc.$564.5K
Employees8
Clients0
DateAug 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees8
Clients0
DateMay 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees8
Clients0
DateMay 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees8
Clients0
DateApr 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees8
Clients0
DateMar 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees9
Clients0
DateFeb 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees9
Clients0
DateFeb 2022
Total AUM$292.3M
Discretionary$291.1M
Non-Disc.$1.2M
Employees9
Clients0
DateAug 2021
Total AUM$218.8M
Discretionary$218.2M
Non-Disc.$573.3K
Employees7
Clients2
DateMar 2021
Total AUM$218.8M
Discretionary$218.2M
Non-Disc.$573.3K
Employees6
Clients2
DateMar 2021
Total AUM$218.8M
Discretionary$218.2M
Non-Disc.$573.3K
Employees6
Clients2
DateMay 2020
Total AUM$158.3M
Discretionary$157.3M
Non-Disc.$1M
Employees6
Clients0
DateMar 2020
Total AUM$158.3M
Discretionary$157.3M
Non-Disc.$1M
Employees5
Clients0
DateNov 2019
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$132.9M
Discretionary$132.4M
Non-Disc.$458.2K
Employees7
Clients0
DateMar 2019
Total AUM$132.9M
Discretionary$132.4M
Non-Disc.$458.2K
Employees6
Clients0
DateDec 2018
Total AUM$115.4M
Discretionary$114.6M
Non-Disc.$787.2K
Employees5
Clients0
DateDec 2018
Total AUM$115.4M
Discretionary$114.6M
Non-Disc.$787.2K
Employees6
Clients0
DateMay 2018
Total AUM$115.4M
Discretionary$114.6M
Non-Disc.$787.2K
Employees6
Clients0
DateApr 2018
Total AUM$115.4M
Discretionary$114.6M
Non-Disc.$787.2K
Employees6
Clients0
DateApr 2018
Total AUM$115.4M
Discretionary$114.6M
Non-Disc.$787.2K
Employees6
Clients0
DateMay 2012
Total AUM$45.4M
Discretionary$38.9M
Non-Disc.$6.5M
Employees1
Clients26
DateMar 2012
Total AUM$45.4M
Discretionary$38.9M
Non-Disc.$6.5M
Employees1
Clients26
DateJan 2012
Total AUM$43.7M
Discretionary$33.4M
Non-Disc.$10.2M
Employees1
Clients26
DateDec 2011
Total AUM$43.7M
Discretionary$33.4M
Non-Disc.$10.2M
Employees1
Clients26
DateNov 2011
Total AUM$44M
Discretionary$34.4M
Non-Disc.$9.6M
Employees1
Clients26
DateFeb 2011
Total AUM$47.4M
Discretionary$41.1M
Non-Disc.$6.3M
Employees5
Clients--
DateMar 2009
Total AUM$36.3M
Discretionary$29.7M
Non-Disc.$6.6M
Employees5
Clients--
DateMar 2008
Total AUM$42.5M
Discretionary$36.7M
Non-Disc.$5.9M
Employees5
Clients--
DateApr 2007
Total AUM$56.9M
Discretionary$42.9M
Non-Disc.$14M
Employees5
Clients--
DateSep 2005
Total AUM$41.7M
Discretionary$35.7M
Non-Disc.$6M
Employees5
Clients--
DateJun 2004
Total AUM$50.4M
Discretionary$33.1M
Non-Disc.$17.3M
Employees5
Clients--
DateJul 2001
Total AUM$31.7M
Discretionary$24.2M
Non-Disc.$7.4M
Employees5
Clients--