Fortress Wealth Solutions LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
27
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Nils Wilson

    Nils Wilson

    Co-ceoCRD 2566066

  • Adam Bobker

    Adam Bobker

    Co-ceoCRD 4525099

  • Daniel Bass

    Daniel Bass

    Chief Financial OfficerCRD 4747757

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Contacts

3 of 23
  • Magda Alvarez

    Magda Alvarez

    Vice PresidentCRD 6374188

  • John Hanley

    AssociateCRD 7181236

  • Dean Rubakh

    Dean Rubakh

    AssociateCRD 7645942

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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