Fortress Financial Solutions, LLC
● SEC registered since 2024CRD 143969SEC# 801-131567Tucson, AZ
Reg. AUM
$142M
Employees
10
Accounts
723
Location
Tucson, AZ
Fortress Financial Solutions, LLC assets under management
Fortress Financial Solutions, LLC is an investment advisory firm registered with the SEC based in Tucson, AZ. The firm has been registered since 2024. It reports $142 million in regulatory assets under management and employs 10 people.
Fortress Financial Solutions, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Jacob Amante Control | Member - Cco | 50-75% | 2007 |
| Christy Ann Knotz | Executive Officer | Under 5% | 2025 |
| Kenneth Gene Nesler | Executive Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Fortress Financial Solutions, LLC manage?
Fortress Financial Solutions, LLC reports $142 million in regulatory assets under management on its Form ADV.
How many employees does Fortress Financial Solutions, LLC have?
Fortress Financial Solutions, LLC reports 10 employees.
Where is Fortress Financial Solutions, LLC located?
Fortress Financial Solutions, LLC is based in Tucson, AZ and has been SEC-registered since 2024.
Does Fortress Financial Solutions, LLC disclose fund performance?
Fortress Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4640 East Sunrise Drive, Suite 211, Tucson, AZ 85718 |
| Phone | 520-751-8600 |
| Fax | 520-795-2212 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2039501 |
| Discloses disciplinary history | No |
Regulatory AUM
$142M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$142Mregulatory AUM
Discretionary $142M