{
  "crd_number": 342326,
  "slug": "fortezza-wealth-advisors-llc-fincastle-va-342326",
  "primary_business_name": "FORTEZZA WEALTH ADVISORS, LLC",
  "legal_name": "FORTEZZA WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Fincastle",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40220",
  "metro": {
    "cbsa_code": "40220",
    "common_name": "Roanoke",
    "msa_name": "Roanoke, VA",
    "path": "/advisors/va/roanoke"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-06-30",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=100064174384460",
    "https://fortezzawealthadvisors.com",
    "https://linkedin.com/in/gentiluomofa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342326",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.H(1)(b)",
      "question": "Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?"
    }
  ],
  "city_as_filed": "FINCASTLE",
  "url": "https://advisorcensus.com/firm/fortezza-wealth-advisors-llc-fincastle-va-342326",
  "display_name": "Fortezza Wealth Advisors, LLC",
  "summary": "Fortezza Wealth Advisors, LLC is a state-registered investment advisory firm in Fincastle, VA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Fortezza Wealth Advisors, LLC (CRD 342326): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fortezza Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fortezza Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Fortezza Wealth Advisors, LLC located?",
      "a": "Fortezza Wealth Advisors, LLC's principal office is in Fincastle, VA, according to its Form ADV."
    },
    {
      "q": "Is Fortezza Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Fortezza Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342326."
    },
    {
      "q": "How much does Fortezza Wealth Advisors, LLC manage?",
      "a": "Fortezza Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 23, 2026."
    },
    {
      "q": "Does Fortezza Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.H(1)(b) (court finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342326"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fortezza-wealth-advisors-llc-fincastle-va-342326.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342326",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}