PONTE VEDRA BEACH, FLCRD 307618Latest ADV March 12, 2026
Fortress Wealth Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated March 12, 2026, reports $794M in regulatory assets under management, 6 employees, and 713 accounts.
Assets Under Management
$794M
Employees
6
Offices
--
Total Clients
161
Primary office
PONTE VEDRA BEACH, FL
814 HIGHWAY A1A N, STE 202, PONTE VEDRA BEACH, FL, United States
Top client segmentIndividuals represent 50.3% of total clients.
Top client categories% of clientsClients
1
Individuals
50.3%
81
2
HNWI
49.7%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of March 12, 2026
Discretionary98.8%
$784M
99% of total RAUM98.8%
Non-discretionary1.2%
$9M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$794M
Total Accounts713
10Y AUM Change+$794M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change+1 (+20.0%)
* 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.