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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (1)
FL
Address
814 HIGHWAY A1A N, STE 202PONTE VEDRA BEACH, FL 32082
United States
Phone: 904-301-4545