Fortress Financial Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated April 8, 2026, reports $142M in regulatory assets under management, 10 employees, and 723 accounts.
Assets Under Management
$142M
Employees
10
Offices
--
Total Clients
279
Primary office
TUCSON, AZ
4640 EAST SUNRISE DRIVE, SUITE 211, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.5% of total clients.
Top client categories% of clientsClients
1
Individuals
78.5%
219
2
HNWI
21.1%
59
3
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of April 8, 2026
Discretionary100.0%
$142M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$142M
Total Accounts723
10Y AUM Change+$24M (+20.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee28:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.