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Fortress Wealth Management, Inc. Info

Fortress Wealth Management, Inc. info

Fortress Wealth Management, Inc. (SEC CIK 1908099) first filed with the SEC on 2022-02-03 (Form 13F-HR) and has filed 17 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 9696 CULVER BLVD, SUITE 301, CULVER CITY, CA, 90232.

  • Name: Value Fortress Wealth Management, Inc..
  • SEC CIK: Value 1908099.
  • State of organization: Value CA.
  • Business address: Value 9696 CULVER BLVD, SUITE 301, CULVER CITY, CA, 90232.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameFortress Wealth Management, Inc.
SEC CIK1908099
State of organizationCA
Business address9696 CULVER BLVD, SUITE 301, CULVER CITY, CA, 90232
Mailing address9696 CULVER BLVD, SUITE 301, CULVER CITY, CA, 90232
Phone310-899-0606
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-02-03 (Form 13F-HR)
Latest SEC filing2025-10-16 (Form 13F-HR)
Filings on EDGAR17
First Form 13F-HR2022-02-03 (quarter ended 2021-12-31)
Latest Form 13F-HR2025-10-16 (quarter ended 2025-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162025-10-16
N-PX12024-08-19

Filings by Year

YearFilingsForm 13F-HR
202544
202454
202344
202244

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