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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 135 | 161 | increased by26 |
| Apr 1, 2026 | AUM | $615,681,673 | $793,885,727 | increased by$178,204,054 |
| Apr 1, 2026 | Accounts | 617 | 713 | increased by96 |
| Jan 1, 2026 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 62 | 135 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $284,609,224 | $615,681,673 | increased by$331,072,449 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 423 | 617 | increased by194 |
| Apr 1, 2022 | Clients | 48 | 62 | increased by14 |
| Apr 1, 2022 | AUM | $203,737,000 | $284,609,224 | increased by$80,872,224 |
| Apr 1, 2022 | Accounts | 48 | 423 | increased by375 |
| Aug 1, 2021 | Registration | APPROVED-120 | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORTRESS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORTRESS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.