Fortress Wealth Solutions LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
29
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
324594
Registered since
July 16, 2024

Firm profile

FINTRX

Overview

Fortress Wealth Solutions LLC is organized as a limited liability company. Publicly reported metadata lists ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." The firm's profile indicates it does not position itself as a capital allocator and is not identified as an active ESG investor. Available records do not include descriptions of client segments, advisory offerings, fee structure, or specific business activities. The dataset also marks the firm as not a multi-state adviser and not newly formed, but it does not supply further operational detail.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Adam Bobker

    Adam Bobker

    Co-ceoCRD 4525099

  • Daniel Bass

    Daniel Bass

    Chief Financial OfficerCRD 4747757

  • Nils Wilson

    Nils Wilson

    Co-ceoCRD 2566066

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Contacts

3 of 25
  • Robert Michaels

    Robert Michaels

    Managing DirectorCRD 5697564

  • John Porcelli

    John Porcelli

    Senior Vice PresidentCRD 6668087

  • Michael Davey

    Michael Davey

    Registered RepresentativeCRD 6503496

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth