$439.1M Total AUM
$439.1M Disc. AUM
19.1% 3Y CAGR
14 Employees
393 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 05-26-2020
- Office Locations
- 2
Office Locations
1099 W Morse Blvd Winter Park FL
-- Winter Spring FL
About Fortress Wealth Group
Fortress Wealth Group is a Winter Park, FL RIA providing wealth management and planning for individuals, families, and business owners, including retirement preparation, strategic tax coordination, and business exit planning. The firm also implements insurance and annuity solutions and offers access to private investment opportunities backed by due diligence. Custody is reported through Fidelity/NFS.
Team overview
39 AVG AGE
$87.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.8 yrs AVG TENURE
14 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Vertex
Asset Classes
Frontier oak Catalyst glacier Meridian atlas Insight focus Vertex Alpha Alpha Eagle capital
Client Personas
Ridge Prime
CRM
Optima
Custodian
Foundation Crest Peak Prime Element vector Matrix alpha Ember frontier Pathway focus Element eagle
Investment Themes
Catalyst Summit radial Vector unison Zenith
Investment Vehicles
Peak Element matrix
Platform
Signal frontier Pioneer unison
Services
Oak vertex Pioneer Catalyst catalyst Focus pioneer Ridge Peak vector Peak Catalyst Fusion Catalyst beacon
Technology
Matrix
Owner & Executives
JOHN EDWARD LEDFORD
Chief Compliance Officer, Managing Member, President
- CRD
- #2960837
- Ownership
- Less than 5%
(692) 253-5209
oak.unison@atlascapital.com
in linkedin.com/in/momentum-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
C
Cory Donald Churchill
Investment Advisor
- CRD
- #6664734
(604) 356-5521
pioneer.north@harborcapital.com
in linkedin.com/in/vertex-momentum
J
Justin Macauley Isenhour
--
- CRD
- #7595006
(690) 665-8681
pioneer.ember@optimacapital.com
in linkedin.com/in/beacon-meridian
I
Insight catalyst
Oak glacier
- CRD
- #23677
(786) 840-1170
zenith.vital@ridgecapital.com
in linkedin.com/in/frontier-vital
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $439,123,334 | $398,479 |
| Non-Discretionary | $0 | -- |
| Total | $439,123,334 | $398,479 |
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Separately Managed Accounts
Total SMA Asset: $439,123,334
Public Funds:
17.1% Equity - Exchange:
13.5% Cash:
20.3% Private Funds:
10.4% Municipal Bonds:
11.7% Corporate - Investment Grade:
7.0% U.S. Government/Agency:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,417,981,753 | 17.1% |
| Equity - Exchange | $1,119,459,279 | 13.5% |
| Cash | $1,683,335,064 | 20.3% |
| Private Funds | $862,398,259 | 10.4% |
| Municipal Bonds | $970,198,042 | 11.7% |
| Corporate - Investment Grade | $580,460,367 | 7.0% |
| U.S. Government/Agency | $1,658,458,192 | 20.0% |
| Total | $8,292,290,956 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA VALUE | QUANTUM FOUNDATION | QWVFTE6Y5 | SRU | 9.94% | $15,430,502 |
| BRIDGE RADIAL | QUANTUM RIDGE | EK314URTS | GYXV | 12.45% | $16,916,195 |
| BEACON VERTEX ALPHA | OPTIMA RADIAL | G4180KN3L | PJQ | 4.52% | $111,393,196 |
| ELEMENT ZENITH BEACON | HORIZON INSIGHT | HZ8OSBC7U | FUPU | 11.49% | $38,772,424 |
| FRONTIER CATALYST ATLAS | VECTOR GLACIER | QGLD5HVPB | YZSB | 7.60% | $80,208,523 |
| TIMBER FUSION | ATLAS RIDGE | RL43T4OZK | LJGWF | 5.54% | $68,433,327 |
| MERIDIAN EMBER | PIONEER EMBER | AGRDMG6WG | DKIK | 6.99% | $86,290,790 |
| OPTIMA ALPHA | PEAK FRONTIER | Z2FQ6IU8L | QQK | 9.08% | $9,270,245 |