RIA Intel›Advisers›California›FORTRESS WEALTH MANAGEMENT, INC.

FORTRESS WEALTH MANAGEMENT, INC.

Advisory

N·CULVER CITY, CA

Data as of Oct 15, 2024 · Source: SEC Form ADV

Total AUM
$269M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.4%
Employees
3
Assets Under Management
Total AUM$269M
Discretionary AUM$269M
Non-Discretionary AUM$676K
Discretionary %99.7%
Total Clients274
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record53
First FilingApr 23, 2001
Latest FilingOct 15, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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