Fortress Wealth Planning, LLC
● SEC registered since 2021CRD 307618SEC# 801-120349Ponte Vedra Beach, FL
Reg. AUM
$793.9M
Employees
6
Accounts
713
Location
Ponte Vedra Beach, FL
Fortress Wealth Planning, LLC assets under management
Fortress Wealth Planning, LLC operates as an SEC-registered investment adviser based in Ponte Vedra Beach, FL. The firm has been registered since 2021. It reports $793.9 million in regulatory assets under management and employs 6 people.
Fortress Wealth Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eileen Elizabeth Ortega Control | Partner | 25-50% | 2017 |
| Jay Duncan Rolfe Control | Partner And Cco | 5-10% | 2017 |
| Michael Gerard Skowfoe Control | Partner | 25-50% | 2017 |
Frequently asked questions
How much does Fortress Wealth Planning, LLC manage?
Fortress Wealth Planning, LLC reports $793.9 million in regulatory assets under management on its Form ADV.
How many employees does Fortress Wealth Planning, LLC have?
Fortress Wealth Planning, LLC reports 6 employees.
Where is Fortress Wealth Planning, LLC located?
Fortress Wealth Planning, LLC is based in Ponte Vedra Beach, FL and has been SEC-registered since 2021.
Does Fortress Wealth Planning, LLC disclose fund performance?
Fortress Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082 |
| Phone | 904-301-4545 |
| Fax | 904-373-9644 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$793.9M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$793.9Mregulatory AUM
Discretionary $784.4MNon-discretionary $9.5M