| Name | Title | Ownership | Since |
|---|---|---|---|
| Eileen Elizabeth Ortega Control | Partner | 25-50% | 2017 |
| Jay Duncan Rolfe Control | Partner And Cco | 10-25% | 2017 |
| Michael Gerard Skowfoe Control | Partner | 25-50% | 2017 |
Fortress Wealth Planning, LLC reports $615.7 million in regulatory assets under management on its Form ADV.
Fortress Wealth Planning, LLC reports 6 employees.
Fortress Wealth Planning, LLC is based in Ponte Vedra Beach, FL and has been SEC-registered since 2021.
Fortress Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082 |
| Phone | 904-301-4545 |
| Fax | 904-373-9644 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $605.2M |
| Non-discretionary | $10.5M |
| Total (RAUM) | $615.7M |