Fortress Financial Group, LLC
Fortress Financial Group, LLC is an SEC-registered wealth manager in Rochester, MN with $352.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Fortress Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315329, SEC 801-122032, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $352.3M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Rochester, MN
- Employees
- 10
- Clients
- 330
- CRD
- 315329
- Ownership
- LANGWORTHY, DANIEL, EDWARD; PLADSEN, DEBRA, DONELL
How much AUM does Fortress Financial Group, LLC have?
Fortress Financial Group, LLC reported $352.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Fortress Financial Group, LLC?
Disclosed owners and executives of Fortress Financial Group, LLC include LANGWORTHY, DANIEL, EDWARD, PLADSEN, DEBRA, DONELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.