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Eileen Elizabeth Ortega

PartnerFortress Wealth Planning, LLCCRD 2388971

About Eileen Elizabeth Ortega

Eileen Elizabeth Ortega is listed as Partner at Fortress Wealth Planning, LLC in Ponte Vedra Beach, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Fortress Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Eileen Elizabeth Ortega work?

Eileen Elizabeth Ortega is listed as Partner at Fortress Wealth Planning, LLC on SEC Form ADV.

How much of Fortress Wealth Planning, LLC does Eileen Elizabeth Ortega own?

Form ADV reports a beneficial ownership band of 25-50%.

Fortress Wealth Planning, LLC

TitlePartner
Ownership25-50%
Control personYes
Since2017