Fortress Wealth Solutions LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
28
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 appears on SEC records with a 2024 registration. The firm is listed with mixed ownership attributes (domestic entity and individual) and is categorized as "unclassified" in the dataset. The record indicates the firm does not identify as a capital allocator, pension consultant, related adviser, or an active ESG investor. Disclosure around the firm's advisory activities, client segments, fee structure and broader business model is not provided in the source data. That limited public profile suggests the firm either has minimal regulatory disclosures available in the dataset or has not yet reported detailed operational information to the data provider.

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
  • Adam Bobker

    Adam Bobker

    Co-ceoCRD 4525099

  • Daniel Bass

    Daniel Bass

    Chief Financial OfficerCRD 4747757

  • Nils Wilson

    Nils Wilson

    Co-ceoCRD 2566066

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Contacts

3 of 24
  • Robert Michaels

    Robert Michaels

    Managing DirectorCRD 5697564

  • John Porcelli

    John Porcelli

    Senior Vice PresidentCRD 6668087

  • Michael Davey

    Michael Davey

    Registered RepresentativeCRD 6503496

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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