# Fortress Wealth Group

> Fortress Wealth Group is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 308968
- Filed as: FORTRESS WEALTH GROUP
- Legal name: FWG Holdings, LLC
- Also doing business as: FORTRESS WEALTH GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308968
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-wealth-group-winter-park-fl-308968

## Quick answers

**How is Fortress Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**What does Fortress Wealth Group's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortress Wealth Group located?**
Fortress Wealth Group's principal office is in Winter Park, FL, according to its Form ADV.

**Is Fortress Wealth Group registered with the SEC or a state?**
Fortress Wealth Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308968.

**How much does Fortress Wealth Group manage?**
Fortress Wealth Group reports $439,123,334 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Fortress Wealth Group's assets and staff changed since 2021?**
In the Form ADV data for Fortress Wealth Group: Regulatory assets under management: $214,000,000 in the October 2021 data and $439,123,334 in the October 2026 data, up 105%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortress Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (264); high net worth individuals (107); corporations or other businesses not listed above (13).

**Which custodians does Fortress Wealth Group use?**
Fortress Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fortress Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308968

**Does Fortress Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Fortress generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum may be waived at Fortress’ sole discretion."

**What changed in Fortress Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $345,016,442 to $439,123,334 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.75% to 2.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Fortress generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum may be waived at Fortress’ sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $439,123,334
- Discretionary: $439,123,334
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 264 | $76,888,543 |
| High net worth individuals | 107 | $354,015,384 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $1,232,449 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 13 | $6,986,958 |
| Other | Not reported | $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)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 14 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NE, NH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortresswealthgroup.com
- Facebook @FortressWealthGroup
- Instagram @fortresswealthgroup
- LinkedIn @fortress-wealth-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $214,000,000 | 9 | May 26, 2021 |
| October 2022 | $245,500,000 | 12 | July 28, 2022 |
| October 2023 | $257,350,000 | 13 | July 11, 2023 |
| October 2024 | $294,685,885 | 13 | September 24, 2024 |
| October 2025 | $345,016,442 | 14 | February 24, 2025 |
| October 2026 | $439,123,334 | 14 | March 30, 2026 |

Regulatory assets under management: $214,000,000 in the October 2021 data and $439,123,334 in the October 2026 data, up 105%.
Total employees: 9 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $345,016,442 to $439,123,334 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Wealth Group (CRD 308968): Form ADV filing data as of October 2026.