Fortezza Wealth Advisors, LLC
Firm details
- Headquarters
- Fincastle, Virginia
- CRD number
- 342326
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fortezza Wealth Advisors, LLC is organized as a limited liability company that provides fee-based wealth services, charging a percentage of assets under management. The firm lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. FINTRX flags the firm as a capital allocator, indicating a role in sourcing or allocating client capital across managers or strategies. Fortezza does not identify as an active ESG investor and is not registered as a multistate adviser in the data provided.
Assets & Accounts
Investments & Alternatives
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
Contacts
1 of 1
Andrew Gentiluomo
Financial StrategistCRD 4975462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fincastle, VA
Botetourt
Location
Fincastle, VA
Headquartered in Fincastle, VA, in the South of the United States.
- Region
- South
- County
- Botetourt
- Address
- 2 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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