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FORTRESS FINANCIAL SOLUTIONS, LLC

TUCSON, AZ · CRD 143969 · IAPD ↗ · 520-751-8600

$142.0MRegulatory AUM
8Advisory reps
10Employees
2Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — FORTRESS FINANCIAL SOLUTIONS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — FORTRESS FINANCIAL SOLUTIONS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
February 2026 — FORTRESS FINANCIAL SOLUTIONS, LLC notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — FORTRESS FINANCIAL SOLUTIONS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2025 — FORTRESS FINANCIAL SOLUTIONS, LLC now reports custody of client assets ($13.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
March 2025 — FORTRESS FINANCIAL SOLUTIONS, LLC notice-filed in CA, MD, NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2025 — FORTRESS FINANCIAL SOLUTIONS, LLC (TUCSON, AZ) is newly SEC-registered with $117.9M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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