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Fortress Wealth Management, Inc.

CRD 110279SEC# 801-113280Culver City, CA
Export (members)
No longer SEC-registered. Fortress Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$269.3M
Employees
5
Accounts
688
Location
Culver City, CA

Fortress Wealth Management, Inc. assets under management

Fortress Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Culver City, CA. It reports $269.3 million in regulatory assets under management and employs 5 people.

Fortress Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Arlie Wilson Green ControlPresident & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Fortress Wealth Management, Inc. manage?

Fortress Wealth Management, Inc. reports $269.3 million in regulatory assets under management on its Form ADV.

How many employees does Fortress Wealth Management, Inc. have?

Fortress Wealth Management, Inc. reports 5 employees.

Where is Fortress Wealth Management, Inc. located?

Fortress Wealth Management, Inc. is based in Culver City, CA.

Does Fortress Wealth Management, Inc. disclose fund performance?

Fortress Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9696 Culver Blvd Suite 301, Culver City, CA 90232
Office hours5-Sep
Discloses disciplinary historyNo

Assets under management

Discretionary$268.6M
Non-discretionary$676K
Total (RAUM)$269.3M