RIA Intel›Advisers›Colorado›FORTRESS FAMILY ASSET MANAGEMENT LLC

FORTRESS FAMILY ASSET MANAGEMENT LLC

Advisory

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$81K

across 4 accounts

AUM per adviser

$325K

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$325K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$325K

Discretionary AUM$325K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

ASCEND PRIVATE WEALTH MANAGEMENT

$273K

WEALTHNET ADVISORS, INC.

LITTLETON, CO

$400K

ABUNDANT CAPITAL STRATEGIES LLC

$415K

PROPOLIS CAPITAL MANAGEMENT, LLC

STEAMBOAT SPRINGS, CO

$416K

-62.3% 1Y

LIQUIDIFI LLC

$442K

ARENA ADVISORS LLC

$185K

Get the full picture on FORTRESS FAMILY ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FORTRESS FAMILY ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans