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 a limited liability company that registered with the SEC in 2024. Public disclosures on the firm's strategy and client focus are minimal: the adviser is classified as "unclassified" in available records and lists its owner type as a domestic entity and individual. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not flagged as a pension consultant or related adviser. Several fields typically used to describe advisory activities, fee schedules, and client segments are not populated in the source data.
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
Owners & executives
3 of 4NILS WILSON
Co-CEOCRD 2566066
ADAM BOBKER
Co-CEOCRD 4525099
DANIEL BASS
Chief Financial OfficerCRD 4747757
Contacts
3 of 21Magda Alvarez
Vice PresidentCRD 6374188
John Hanley
AssociateCRD 7181236
DEAN RUBAKH
AssociateCRD 7645942
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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