Fortress Wealth Management, Inc.
Fortress Wealth Management, Inc. is an SEC-registered investment adviser based in Culver City, California. Founded in 2018, the firm manages assets primarily for individuals, including high net worth clients, with a total client base of over 650 accounts. The firm has a small team of 5 employees, focusing on personalized wealth management and investment advisory services.
Investment Strategy
Fortress Wealth Management, Inc. focuses on discretionary investment management for individuals and high net worth clients, constructing portfolios diversified across sectors and leading equities. The firm aims to deliver risk-adjusted returns primarily through active stock selection and robust portfolio management, emphasizing long-term capital appreciation for its clients.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVLV | AMERICAN CENTY ETF TR | 11.16% | $25.1M | 347,107 | $54.77 | $72.26 | +$1.5M |
D DUHP | DIMENSIONAL ETF TRUST | 8.10% | $18.2M | 481,897 | $29.70 | $37.77 | +$1.4M |
D DFIV | DIMENSIONAL ETF TRUST | 7.42% | $16.7M | 361,963 | $32.14 | $46.12 | +$2.1M |
P PYLD | PIMCO ETF TR | 7.27% | $16.3M | 608,994 | $26.00 | $26.84 | -$43.4K |
J JPIE | J P MORGAN EXCHANGE TRADED F | 6.97% | $15.7M | 337,830 | $45.61 | $46.41 | -$155.9K |