SEC Form ADV

FORTRESS WEALTH PLANNING

Registered Investment AdviserFL
$793.9M
Assets Under Management
2
Total Clients
7
Employees
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Registration Details

Accession
crd-307618
Location
JACKSONVILLE BEACH, FL
Filing Date
August 11, 2026
AUM
$793.9M
Total Clients
2
Employees
7
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

FORTRESS WEALTH PLANNING is a registered investment adviser headquartered in JACKSONVILLE BEACH, FL, managing approximately $793.9M in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.