Fortress Wealth Management, Inc.
CRD 110279SEC# 801-113280Culver City, CA
No longer SEC-registered. Fortress Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$269.3M
Employees
4
Accounts
688
Location
Culver City, CA
Fortress Wealth Management, Inc. assets under management
Fortress Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Culver City, CA. It reports $269.3 million in regulatory assets under management and employs 4 people.
Fortress Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arlie Wilson Green Control | President & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Fortress Wealth Management, Inc. manage?
Fortress Wealth Management, Inc. reports $269.3 million in regulatory assets under management on its Form ADV.
How many employees does Fortress Wealth Management, Inc. have?
Fortress Wealth Management, Inc. reports 4 employees.
Where is Fortress Wealth Management, Inc. located?
Fortress Wealth Management, Inc. is based in Culver City, CA.
Does Fortress Wealth Management, Inc. disclose fund performance?
Fortress Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9696 Culver Blvd Suite 301, Culver City, CA 90232 |
| Office hours | 9-5 |
| Discloses disciplinary history | No |
Regulatory AUM
$269.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$269.3Mregulatory AUM
Discretionary $268.6MNon-discretionary $676K