SourcingSourcing

FORTRESS WEALTH PLANNING, LLC

C22
CRD 307618·SEC 801-120349·PONTE VEDRA BEACH, FL
AUM
$793.9M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTRESS WEALTH PLANNING, LLC
CRD
307618
SEC file #
801-120349
EIN
000000000
DBA names
Fortress Wealth Planning

Economics

AUM
$793.9M
AUM band
$500M-$1B
AUM trajectory
'22'26
$203.7M → $793.9M▲ +290%
Client mix
Individuals Other81
Individuals High Net Worth80

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
5 advisors → 5 advisors▬ 0%
Primary office
PONTE VEDRA BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
fortresswealthplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORTEGA, EILEEN, ELIZABETH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ORTEGA, EILEEN, ELIZABETH
SKOWFOE, MICHAEL, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORTRESSWEALTHPLANNING.COM
Rdap Domain Creation Date
2016-11-16T15:18:27Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001360533
Edgar Registered
Yes
Edgar Filing Count
98
Edgar First Filing Date
2006-04-26
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
86
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003152
Edgar Former Names
Brinker Capital Investments, LLC
CLS Investments, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
17605 WRIGHT STREETOMAHA, NE 68130
Business
17605 WRIGHT STREETOMAHA, NE 68130
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003152
APP WD2026-04-20 · 0001140361-26-015503
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-16T15:18:27Z
Rdap Domain Last Changed
2025-11-17T17:22:46Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2388971
Trust Company Affiliate
No

People (5)

5
ORTEGA, EILEEN, ELIZABETH
IAR · Direct Owner · 37.5%
2388971
SKOWFOE, MICHAEL, GERARD
IAR · Direct Owner · 37.5%
3115056
Rolfe, Jay, Duncan
IAR · Direct Owner · 7.5%
6769861
JOSHUA ANWAR ALI
IAR
6426503
Dalton Richard McIlrath
IAR
7863773