# Stone Fortress Wealth Strategies

> Stone Fortress Wealth Strategies is a state-registered investment advisory firm in Philadelphia, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 331873
- Filed as: STONE FORTRESS WEALTH STRATEGIES
- Legal name: DDMT Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331873
- AdvisorCensus page: https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873

## Quick answers

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

**Where is Stone Fortress Wealth Strategies located?**
Stone Fortress Wealth Strategies' principal office is in Philadelphia, PA, according to its Form ADV.

**Is Stone Fortress Wealth Strategies registered with the SEC or a state?**
Stone Fortress Wealth Strategies is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331873.

**How much does Stone Fortress Wealth Strategies manage?**
Stone Fortress Wealth Strategies reports $56,113,317 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (84% discretionary).

**What types of clients does Stone Fortress Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Does Stone Fortress Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331873

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $56,113,317
- Discretionary: $47,347,577
- Non-discretionary: $8,765,740

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | $56,113,317 |

### 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: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, LA, MN, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonefortresswealth.com
- LinkedIn @danielglod
- LinkedIn @jim-clark-cfa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Fortress Wealth Strategies (CRD 331873): Form ADV filing data as of October 2026.