FORTRESS WEALTH GROUP

Legal name: FWG HOLDINGS, LLC

CRD 308968File 801-118769

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$439.1M

Below cohort median (national)

Discretionary AUM

$439.1M

Clients

384

1,102 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 26, 2020
Principal office: 1099 W MORSE BLVD, WINTER PARK, FL, 32789
Phone: 407-999-8998
Website: https://www.facebook.com/FortressWealthGroup

Assets & accounts

ADV Item 5F

Total regulatory AUM: $439.1M
Discretionary AUM: $439.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,102
Non-discretionary accounts: 0
Total accounts: 1,102
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$7.0M
Charitable organizations	Fewer than 5	$1.2M
High net worth individuals	107	$354.0M
Individuals (other than high net worth individuals)	264	$76.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — CONSULTING FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
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 11

This 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.