LP Profile

Fortress Wealth Group

Also known as fortress wealth

Wealth ManagerWinter Park, United StatesFounded 2020
$246M
Assets Under Management
Winter Park
Headquarters
Investment Focus

About Fortress Wealth Group

At Fortress Wealth Group, your financial goals are our top priority. We live to see our clients succeed.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fortress Wealth Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$439.1M
Total Clients
1,102
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Fortress Wealth Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Fortress Wealth Group?

Fortress Wealth Group is a wealth manager based in Winter Park, United States, managing approximately $246M in assets.

Where is Fortress Wealth Group headquartered?

Fortress Wealth Group is headquartered in Winter Park, United States.

How much does Fortress Wealth Group manage?

Fortress Wealth Group manages approximately $246M in assets under management.

When was Fortress Wealth Group founded?

Fortress Wealth Group was founded in 2020.

How can I contact Fortress Wealth Group?

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