FORTRESS PLANNING GROUP, LLC

FORTRESS PLANNING GROUP, LLC of PEWAUKEE, WI is an SEC-registered investment adviser (CRD 157900). Regulatory assets under management: $345.3M.

Registration

• CRD: 157900
• SEC file number: 801-127572
• Type: Registered investment adviser
• Location: N17W24222 RIVERWOOD DR., SUITE 145, PEWAUKEE, WI, 53188
• Phone: 262-264-5838
• Latest filing: 2026-03-02
• Regulatory AUM: $345.3M
• Discretionary AUM: $345.3M
• Clients: 6
• Accounts: 902

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157900 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search