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FORTRESS WEALTH MANAGEMENT, INC.
9696 Culver Blvd Suite 301
Culver City, California 90232
Tel: 310-899-0606
About FORTRESS WEALTH MANAGEMENT, INC.
FORTRESS WEALTH MANAGEMENT, INC, formally registered with the SEC as FORTRESS WEALTH MANAGEMENT, INC. The firm was established in 05/24/2018. They have over 1 offices throughout the country.
FORTRESS WEALTH MANAGEMENT, INC. is a Culver City, California based Financial Planning firm with nearly $243,379,615 assets under management, offering retirement planning & investment advisory services to 659 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110279 |
| SEC# | 801-113280 |
| Assets Managed by Firm | $243,379,615 |
| No. of Clients | 659 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 659 | $243,379,615 |
| Individuals (other than high net worth individuals) | 77 | $84,199,920 |
| High net worth individuals | 188 | $156,509,718 |
| Pension and profit sharing plans | 4 | $2,185,383 |
| Corporations or other businesses | 1 | $484,594 |
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