Fortress Wealth Solutions LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324594
- Registered since
- July 16, 2024
Firm profile
FINTRXOverview
Fortress Wealth Solutions LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a registration year of 2024. The firm's ownership is listed as both a domestic entity and an individual. In the available dataset the firm is categorized as "unclassified" and is not identified as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. Key operational details commonly used to profile an adviser — client types, fee schedule, and core advisory activities — are not provided in the source data. That limits the ability to describe target client segments, typical mandates, or service models beyond the registration and structural attributes recorded.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Nils Wilson
Co-ceoCRD 2566066

Adam Bobker
Co-ceoCRD 4525099

Daniel Bass
Chief Financial OfficerCRD 4747757
Contacts
3 of 23
Magda Alvarez
Vice PresidentCRD 6374188
John Hanley
AssociateCRD 7181236

Dean Rubakh
AssociateCRD 7645942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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