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FORTRESS WEALTH GROUP

WINTER PARK, FL · CRD 308968 · IAPD ↗ · 407-999-8998

$439.1MRegulatory AUM
5Advisory reps
14Employees
9Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — FORTRESS WEALTH GROUP reported RAUM up 27% ($345.0M -> $439.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — FORTRESS WEALTH GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
October 2024 — FORTRESS WEALTH GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — FORTRESS WEALTH GROUP, LLC is now doing business as FORTRESS WEALTH GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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