FORTRESS WEALTH GROUP

Overview

Fortress Wealth Group is an independent RIA that began SEC registration in 2020 and positions itself as a capital allocator for both individuals/families and institutional clients. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm also operates as an insurance broker and manages pooled investment vehicle roles such as GP or managing member in some structures. Investment activity shows a tilt toward public pooled vehicles — mutual funds and ETFs make up the largest share of assets under management — while the firm also deploys third‑party alternative managers. Fortress Wealth Group files as a discretionary manager across the bulk of its client relationships, and it combines fee models (percentage of AUM, hourly and fixed fees) to serve different client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices