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FORTRESS WEALTH PLANNING

JACKSONVILLE BEACH, FL · CRD 307618 · IAPD ↗ · fortresswealthplanning.com · 904-301-4545

$793.9MRegulatory AUM
6Advisory reps
7Employees
2Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
September 2026 — FORTRESS WEALTH PLANNING moved its main office from PONTE VEDRA BEACH, FL to JACKSONVILLE BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2026 — FORTRESS WEALTH PLANNING reported RAUM up 29% ($615.7M -> $793.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — FORTRESS WEALTH PLANNING reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — FORTRESS WEALTH PLANNING crossed $500M in regulatory AUM ($409.8M -> $615.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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