Full text of FORTRESS WEALTH SOLUTIONS LLC's X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### STATEMENT OF FINANCIAL CONDITION Fortress Wealth Solutions LLC (A Delaware Limited Liability Company) December 31, 2025 With Report of Independent Registered Public Accounting Firm {1}------------------------------------------------ ## Statement of Financial Condition December 31, 2025 ## Contents | Facing Page and Oath or Affirmation | | |---------------------------------------------------------|--| | Report of Independent Registered Public Accounting Firm | | | Statement of Financial Condition | | | Notes to Statement of Financial Condition | | {2}------------------------------------------------ | | SECURITIES AND EXCHANGE COMMISSION | | | OMB APPROVAL | | | |---------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------|----------|----------------------------------------------------|--------------------------------------------|--|--| | | | | OMB Number: 3235-0123 | | | | | Washington, D.C. 20549 | | | Expires: Nov. 30, 2026 | | | | | | | | Estimated average burden<br>hours per response: 12 | | | | | | | | | | | | | | ANNUAL REPORTS | | | SEC FILE NUMBER | | | | FORM X-17A-5<br>PART III | | | | | | | | | | | | 8-71159 | | | | | FACING PAGE | | | | | | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | | FILING FOR THE PERIOD BEGINNING 01/01/2025 AND ENDING 12/31/2025<br>MM/DD/YY | MM/DD/YY | | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | NAME OF FIRM: Fortress Wealth Solutions LLC | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes): | | | | | | | | & Broker-dealer | ■Major security-based swap participant<br>DSecurity-based swap dealer | | | | | | | □ Check here if respondent is also an OTC derivatives dealer | | | | | | | | | | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) | | | | | | | 1345 Avenue of the Americas, 45th Floor | | | | | | | | | (No. and Street) | | | | | | | NY<br>New York | | | 10105 | | | | | | (State) | | | (Zip Code) | | | | (City) | | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Robert Fishman | 212-478-4084 | | | rfishman@fortress.com | | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose r…Read the full text as markdown