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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD HOLDINGS, LLC | DE | MEMBER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEDFORD, JOHN, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Ledford, Bradley, Davis | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B | |
| CAPITAL ROCK LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LEDFORD, JOHN, EDWARD | I | LEDFORD HOLDINGS, LLC | E | Control |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E | |
| LINQUIST, COLE, ROBERT | I | CAPITAL ROCK LLC | E |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (8)
FL GA NC NE NH NY TN TX
Address
1099 W MORSE BLVDWINTER PARK, FL 32789
United States
Phone: 407-999-8998