FWG HOLDINGS, LLC
Legal name: FORTRESS WEALTH GROUP
CRD #308968 SEC #801-118769 WINTER PARK, FL 407-999-8998
SEC Registered
Total AUM
$345M
Discretionary
$345M
Employees
14
Clients
1
Accounts
968
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $345M | $345M | $0 | 14 | 38 |
| Feb 2025 | $345M | $345M | $0 | 14 | 38 |
| Sep 2024 | $294.7M | $294.7M | $0 | 13 | 0 |
| Mar 2024 | $294.7M | $294.7M | $0 | 13 | 0 |
| Nov 2023 | $257.4M | $257.4M | $0 | 13 | 39 |
| Nov 2023 | $257.4M | $257.4M | $0 | 13 | 39 |
| Jul 2023 | $257.4M | $257.4M | $0 | 13 | 39 |
| Mar 2023 | $257.4M | $257.4M | $0 | 13 | 39 |
| Nov 2022 | $245.5M | $245.5M | $0 | 12 | 68 |
| Jul 2022 | $245.5M | $245.5M | $0 | 12 | 68 |
| Mar 2022 | $245.5M | $245.5M | $0 | 12 | 68 |
| May 2021 | $214M | $214M | $0 | 9 | 0 |
| Mar 2021 | $214M | $214M | $0 | 9 | 0 |
| Dec 2020 | $185M | $145M | $40M | 4 | 0 |
| Sep 2020 | $185M | $145M | $40M | 4 | 0 |
| Sep 2020 | $185M | $145M | $40M | 4 | 0 |
DateOct 2025
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees14
Clients38
DateFeb 2025
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees14
Clients38
DateSep 2024
Total AUM$294.7M
Discretionary$294.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$294.7M
Discretionary$294.7M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees13
Clients39
DateNov 2023
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees13
Clients39
DateJul 2023
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees13
Clients39
DateMar 2023
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees13
Clients39
DateNov 2022
Total AUM$245.5M
Discretionary$245.5M
Non-Disc.$0
Employees12
Clients68
DateJul 2022
Total AUM$245.5M
Discretionary$245.5M
Non-Disc.$0
Employees12
Clients68
DateMar 2022
Total AUM$245.5M
Discretionary$245.5M
Non-Disc.$0
Employees12
Clients68
DateMay 2021
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees9
Clients0
DateDec 2020
Total AUM$185M
Discretionary$145M
Non-Disc.$40M
Employees4
Clients0
DateSep 2020
Total AUM$185M
Discretionary$145M
Non-Disc.$40M
Employees4
Clients0
DateSep 2020
Total AUM$185M
Discretionary$145M
Non-Disc.$40M
Employees4
Clients0