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FORTRESS PRIVATE LEDGER, LLC

RALEIGH, NC · CRD 290298 · IAPD ↗ · myept.com · 919-322-2761

$584.0MRegulatory AUM
13Advisory reps
22Employees
16Clients
More than 500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — FORTRESS PRIVATE LEDGER, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — FORTRESS PRIVATE LEDGER, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — FORTRESS PRIVATE LEDGER, LLC crossed $500M in regulatory AUM ($346.1M -> $584.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
April 2025 — FORTRESS PRIVATE LEDGER, LLC changed its website from fortressretirementplanadvisors.com to myept.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — FORTRESS PRIVATE LEDGER, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — FORTRESS PRIVATE LEDGER, LLC reported RAUM up 72% ($200.7M -> $346.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — FORTRESS PRIVATE LEDGER, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — FORTRESS PRIVATE LEDGER, LLC notice-filed in AZ, MD, MS, NH, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
October 2024 — FORTRESS PRIVATE LEDGER, LLC notice-filed in DC, GA, NV, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — FORTRESS PRIVATE LEDGER, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — FORTRESS PRIVATE LEDGER, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — FORTRESS PRIVATE LEDGER, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — FORTRESS PRIVATE LEDGER, LLC reported RAUM up 42% ($141.7M -> $200.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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