# FORTRESS WEALTH PLANNING, LLC

FORTRESS WEALTH PLANNING, LLC of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 307618
- Type: SEC-registered investment adviser
- SEC file number: 801-120349
- Location: 814 HIGHWAY A1A N, STE 202, PONTE VEDRA BEACH, FL, 32082
- Phone: 904-301-4545
- Latest filing: 2026-03-12
- Regulatory AUM: $793.9M
- Discretionary AUM: $784.4M
- Non-discretionary AUM: $9.5M
- Clients: 6
- Accounts: 713

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Eileen Elizabeth Ortega | PARTNER | — |
| Jay Duncan Rolfe | PARTNER AND CCO | — |
| Michael Gerard Skowfoe | PARTNER | — |
| ORTEGA EILEEN ELIZABETH | PARTNER | — |
| Rolfe Jay Duncan | PARTNER AND CCO | — |
| WILLIAMS JIM MARTYN | PARTNER | — |
| SKOWFOE MICHAEL GERARD | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307618/similar
- Related entities: https://search.stillhousedata.com/firm/307618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307618

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.