Fortress Planning Group
Fortress Planning Group is an SEC-registered wealth manager in Pewaukee, WI with $345.3M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Fortress Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157900, SEC 801-127572, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $345.3M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Pewaukee, WI
- Employees
- 6
- Clients
- 283
- CRD
- 157900
- Ownership
- WELLENS, SCOTT, WILLIAM; Sandieson, Kevin, Robert; CAYON, BRIAN, DAVID
How much AUM does Fortress Planning Group have?
Fortress Planning Group reported $345.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Fortress Planning Group?
Disclosed owners and executives of Fortress Planning Group include WELLENS, SCOTT, WILLIAM, Sandieson, Kevin, Robert, CAYON, BRIAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.