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 appears on SEC records with a 2024 registration. The firm is listed with mixed ownership attributes (domestic entity and individual) and is categorized as "unclassified" in the dataset. The record indicates the firm does not identify as a capital allocator, pension consultant, related adviser, or an active ESG investor. Disclosure around the firm's advisory activities, client segments, fee structure and broader business model is not provided in the source data. That limited public profile suggests the firm either has minimal regulatory disclosures available in the dataset or has not yet reported detailed operational information to the data provider.
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
Adam Bobker
Co-ceoCRD 4525099

Daniel Bass
Chief Financial OfficerCRD 4747757

Nils Wilson
Co-ceoCRD 2566066
Contacts
3 of 24
Robert Michaels
Managing DirectorCRD 5697564

John Porcelli
Senior Vice PresidentCRD 6668087

Michael Davey
Registered RepresentativeCRD 6503496
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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