SEC Form ADV

FORTRESS WEALTH PLANNING

Registered Investment AdviserFL
$793.9M
Assets Under Management
713
Total Clients
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Registration Details

Accession
CRD-307618
Location
PONTE VEDRA BEACH, FL
Filing Date
March 12, 2026
AUM
$793.9M
Total Clients
713
Amendment
No

About this Adviser

FORTRESS WEALTH PLANNING is a registered investment adviser headquartered in PONTE VEDRA BEACH, FL, managing approximately $793.9M in assets across 713 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.