FORTRESS WEALTH PLANNING, LLC
Legal name: FORTRESS WEALTH PLANNING
CRD #307618 SEC #801-120349 PONTE VEDRA BEACH, FL 904-301-4545
SEC Registered
Total AUM
$615.7M
Discretionary
$605.2M
Employees
5
Clients
101
Accounts
617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $615.7M | $605.2M | $10.5M | 5 | 2 |
| Mar 2025 | $615.7M | $605.2M | $10.5M | 6 | 2 |
| Mar 2024 | $409.8M | $402.6M | $7.1M | 7 | 3 |
| Oct 2023 | $340.1M | $335.2M | $4.8M | 6 | 0 |
| Mar 2023 | $340.1M | $335.2M | $4.8M | 5 | 0 |
| Mar 2022 | $284.6M | $280.3M | $4.3M | 5 | 0 |
| Oct 2021 | $203.7M | $202.5M | $1.3M | 5 | 0 |
| Jun 2021 | $203.7M | $202.5M | $1.3M | 5 | 0 |
| Jan 2021 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$615.7M
Discretionary$605.2M
Non-Disc.$10.5M
Employees5
Clients2
DateMar 2025
Total AUM$615.7M
Discretionary$605.2M
Non-Disc.$10.5M
Employees6
Clients2
DateMar 2024
Total AUM$409.8M
Discretionary$402.6M
Non-Disc.$7.1M
Employees7
Clients3
DateOct 2023
Total AUM$340.1M
Discretionary$335.2M
Non-Disc.$4.8M
Employees6
Clients0
DateMar 2023
Total AUM$340.1M
Discretionary$335.2M
Non-Disc.$4.8M
Employees5
Clients0
DateMar 2022
Total AUM$284.6M
Discretionary$280.3M
Non-Disc.$4.3M
Employees5
Clients0
DateOct 2021
Total AUM$203.7M
Discretionary$202.5M
Non-Disc.$1.3M
Employees5
Clients0
DateJun 2021
Total AUM$203.7M
Discretionary$202.5M
Non-Disc.$1.3M
Employees5
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0