FORTRESS WEALTH PLANNING, LLC

FORTRESS WEALTH PLANNING, LLC of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser (CRD 307618). Regulatory assets under management: $793.9M.

Registration

• CRD: 307618
• SEC file number: 801-120349
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search