Fortress Wealth Group
Fortress Wealth Group is an SEC-registered wealth manager in Winter Park, FL with $439.1M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Fortress Wealth Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308968, SEC 801-118769, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $439.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 14
- Clients
- 384
- CRD
- 308968
- Ownership
- LEDFORD, JOHN, EDWARD; LEDFORD HOLDINGS, LLC; Ledford, Bradley, Davis; LINQUIST, COLE, ROBERT; CAPITAL ROCK LLC
How much AUM does Fortress Wealth Group have?
Fortress Wealth Group reported $439.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Fortress Wealth Group?
Disclosed owners and executives of Fortress Wealth Group include LEDFORD, JOHN, EDWARD, LEDFORD HOLDINGS, LLC, Ledford, Bradley, Davis, LINQUIST, COLE, ROBERT, CAPITAL ROCK LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.