1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORTRESS WEALTH PLANNING

Map pinPONTE VEDRA BEACH, FL
Phone904-301-4545
NotebookSEC #801-120349
Total AUM
$793.9M
Employees
6
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
814 HIGHWAY A1A N, STE 202
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
904-301-4545

ReceiptFinancials

Total AUM
$793.9M
Accounts
713
Discretionary
$784.4M
Accounts
681
Non-Discretionary
$9.5M
Accounts
32

ContactClients

View more in analytics →

Individual Clients
81
AUM
$36.1M
HNW Individual Clients
80
AUM
$757.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account