WINTER PARK, FLCRD 308968Latest ADV March 30, 2026
Fortress Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 30, 2026, reports $439M in regulatory assets under management, 14 employees, and 1,102 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
264
2
HNWI
27.9%
107
3
Corporations
3.4%
13
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$439Mas of March 30, 2026
Discretionary100.0%
$439M
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$439M
Total Accounts1,102
10Y AUM Change+$439M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee27:1
10Y Employee Change+10 (+250.0%)
* 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.