← Tributary

FORTRESS WEALTH MANAGEMENT, INC.

CULVER CITY, CA · CRD 110279 · IAPD ↗ · fortress-wealth.com · 310-899-0606

$269.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — FORTRESS WEALTH MANAGEMENT, INC. (CULVER CITY, CA) left the SEC roster (was $269.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2024 — FORTRESS WEALTH MANAGEMENT, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.