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FORTRESS WEALTH PLANNING
Legal name: FORTRESS WEALTH PLANNING, LLC
CRD 307618File 801-120349
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$793.9M
Above cohort median (national)
Discretionary AUM
$784.4M
Non-discretionary $9.5M
Clients
161
713 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 18, 2021
- Principal office
- 1400 MARSH LANDING PKWY., SUITE 112, JACKSONVILLE BEACH, FL, 32250
- Phone
- 904-301-4545
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $793.9M
- Discretionary AUM
- $784.4M
- Non-discretionary AUM
- $9.5M
- Discretionary accounts
- 681
- Non-discretionary accounts
- 32
- Total accounts
- 713
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $757.8M |
| Individuals (other than high net worth individuals) | 81 | $36.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.