SourcingSourcing

FORTRESS FINANCIAL GROUP, LLC

C38
CRD 315329·SEC 801-122032·ROCHESTER, MN
AUM
$352.3M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTRESS FINANCIAL GROUP, LLC
CRD
315329
SEC file #
801-122032
EIN
870800113
DBA names
—

Economics

AUM
$352.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$142.3M → $352.3M▲ +148%
Client mix
Individuals Other237
Individuals High Net Worth93

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'22'26
2 advisors → 7 advisors▲ +250%
Primary office
ROCHESTER MN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
retireandthrive.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LANGWORTHY, DANIEL, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LANGWORTHY, DANIEL, EDWARD
PLADSEN, DEBRA, DONELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
RETIREANDTHRIVE.NET
Rdap Domain Creation Date
2024-05-06T20:44:35Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
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
0002054451
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-05
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001951757-26-000876

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.254
Soi Zip Pct 200k Plus
0.0569
Soi Zip Returns 200k Plus
1,690
Soi Zip Total AGI
2,309,935
Fdic Zip Total Deposits
44,410,223,000
Fdic Zip Branch Count
642
Fdic Zip Top Banks
Think Mutual Bank
Home Federal Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1610 14TH STREET NWSUITE 300ROCHESTER, MN 55901
Business
1610 14TH STREET NWSUITE 300ROCHESTER, MN 55901
Edgar EIN
870800113
Edgar Recent Filings
13F-HR2026-05-15 · 0001951757-26-000876
13F-HR2026-01-23 · 0001951757-26-000285
Fdic Zip Branches Raw
Marquette Bank RochesterRochester, MN
Marquette Bank RochesterRochester, MN
Fdic Zip HHI
1925.21
Fdic Zip Top Bank Share Pct
38.44
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-05-06T20:44:35Z
Rdap Domain Last Changed
2024-05-14T17:08:35Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI82,693
Returns7,030
Stub 2
AGI252,898
Returns6,740
Stub 3
AGI317,004
Returns5,150
Soi Zip Total Business Income
44,356
Soi Zip Total Cap Gains
64,864
Soi Zip Total Dividends
38,537
Soi Zip Total Returns
29,680
Top Owner CRD
1951982
Trust Company Affiliate
No

People (7)

7
LANGWORTHY, DANIEL, EDWARD
IAR · Direct Owner · 87.5%
1951982
PLADSEN, DEBRA, DONELL
IAR · Executive Officer · 2.5%
4213619
Cody Wayne Schaefer
IAR
6639022
Aidan Ryan
IAR
7924013
Jack Thomas Zinser
IAR
7681369
Jacob Collin Hagen-Erickson
IAR
7807623
Luke Melvin Kroeplin
IAR
6896718