Overview
Assets Under Management: $269 million
Headquarters: CULVER CITY, CA
High-Net-Worth Clients: 150
Average Client Assets: $2 million
Frequently Asked Questions
FORTRESS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110279), FORTRESS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FORTRESS WEALTH MANAGEMENT, INC. is headquartered in CULVER CITY, CA.
FORTRESS WEALTH MANAGEMENT, INC. serves 150 high-net-worth clients according to their SEC filing dated December 24, 2025. View client details ↓
According to their SEC Form ADV, FORTRESS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FORTRESS WEALTH MANAGEMENT, INC. manages $269 million in client assets according to their SEC filing dated December 24, 2025.
According to their SEC Form ADV, FORTRESS WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 688
Discretionary Accounts: 672
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 110279
Filing ID: 2033919
Last Filing Date: 2025-12-24 13:41:25
Website: 0