# Fortezza Wealth Advisors, LLC

> 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.

- CRD: 342326
- Filed as: FORTEZZA WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fincastle, VA
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342326
- AdvisorCensus page: https://advisorcensus.com/firm/fortezza-wealth-advisors-llc-fincastle-va-342326

## Quick answers

**How is Fortezza Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortezza Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortezza Wealth Advisors, LLC located?**
Fortezza Wealth Advisors, LLC's principal office is in Fincastle, VA, according to its Form ADV.

**Is Fortezza Wealth Advisors, LLC registered with the SEC or a state?**
Fortezza Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342326.

**How much does Fortezza Wealth Advisors, LLC manage?**
Fortezza Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 23, 2026.

**Does Fortezza Wealth Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?
- 11.H(1)(b): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342326

### Websites listed on Form ADV (Item 1.I)
- fortezzawealthadvisors.com
- Facebook facebook.com
- LinkedIn @gentiluomofa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortezza Wealth Advisors, LLC (CRD 342326): Form ADV filing data as of October 2026.