Fortress Planning Group, LLC
● SEC registered since 2023CRD 157900SEC# 801-127572Pewaukee, WI
Reg. AUM
$345.3M
Employees
6
Accounts
902
Location
Pewaukee, WI
Fortress Planning Group, LLC assets under management
Fortress Planning Group, LLC is an SEC-registered investment adviser based in Pewaukee, WI. The firm has been registered since 2023. It reports $345.3 million in regulatory assets under management and employs 6 people.
Fortress Planning Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Cayon Control | Member | 25-50% | 2022 |
| Kevin Robert Sandieson Control | Chief Compliance Officer | 25-50% | 2019 |
| Scott William Wellens Control | Managing Member | 25-50% | 2011 |
Frequently asked questions
How much does Fortress Planning Group, LLC manage?
Fortress Planning Group, LLC reports $345.3 million in regulatory assets under management on its Form ADV.
How many employees does Fortress Planning Group, LLC have?
Fortress Planning Group, LLC reports 6 employees.
Where is Fortress Planning Group, LLC located?
Fortress Planning Group, LLC is based in Pewaukee, WI and has been SEC-registered since 2023.
Does Fortress Planning Group, LLC disclose fund performance?
Fortress Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | N17w24222 Riverwood Dr., Suite 145, Pewaukee, WI 53188 |
| Phone | 262-264-5838 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$345.3M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$345.3Mregulatory AUM
Discretionary $345.3M