Investment adviser · CRD 307618
FORTRESS WEALTH PLANNING
Investment adviser filing (IA)
FORTRESS WEALTH PLANNING, LLC
JACKSONVILLE BEACH, FL, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $794M Form ADV · Item 5.F
- Client accounts
- 713 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 80 | $757,822,702 | 95.5% |
| Individuals | 81 | $36,063,025 | 4.5% |
Filing source
Form ADV 2124772 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1400 MARSH LANDING PKWY., SUITE 112JACKSONVILLE BEACH, FL, 32250, United States
CRD 307618
Filing source
Form ADV 2124772 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.