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. 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
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 25
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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