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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-2020
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between October 30, 2025 and March 30, 2026, reported AUM increased 27.3%, from $345.0M to $439.1M.
Across 5 reported observations, AUM increased 78.9% between November 2, 2022 and March 30, 2026, from $245.5M to $439.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 393 clients, or 78.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fortress Wealth Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN EDWARD LEDFORD
Chief Compliance Officer, Managing Member, President
- CRD
- #2960837
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Cory Donald Churchill
Investment Advisor
- CRD
- #6664734
Justin Macauley Isenhour
Investment Advisor Representative
- CRD
- #7595006
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Fortress Wealth Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Fortress Wealth Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.