Fortress Wealth Group

Overview

Fortress Wealth Group is an independent registered investment adviser and limited liability company that acts as a capital allocator and adviser to individual, family and institutional clients. The firm registered with the SEC in 2020 and combines portfolio management and financial planning for individuals and small businesses with selection-of-other-advisers services. It also operates as an insurance broker and, in some capacities, as an investment sponsor/GP or managing member of pooled investment vehicles. The firm uses a mixed fee model—percentage of AUM plus hourly and fixed fees—and markets itself as a provider of both advisory and outsourced manager-selection solutions. Fortress is not listed as an active ESG investor and is not characterized as a multi-state adviser in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives