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Building 2FORTRESS WEALTH MANAGEMENT, INC.

Map pinCULVER CITY, CA
Phone310-899-0606
NotebookSEC #801-113280
Total AUM
$269.3M
Employees
4
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9696 CULVER BLVD SUITE 301
CULVER CITY
CA 90232
United States
Operating Hours
9-5
Monday - Friday
Phone
310-899-0606

ReceiptFinancials

Total AUM
$269.3M
Accounts
688
Discretionary
$268.6M
Accounts
672
Non-Discretionary
$675.8K
Accounts
16

ContactClients

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Individual Clients
117
AUM
$38.1M
HNW Individual Clients
150
AUM
$228.3M
Pension/Profit Sharing Plan Clients
5
AUM
$2.4M
Corporation or Business Clients
2
AUM
$511.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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